See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $56,357-61.7% | $104,294-79.3% | $68,494-68.5% |
| Participation rate | 63.0% | 63.3%-0.3pp | 73.3%-10.3pp | 67.9%-4.9pp |
| Annual return | -18.02% | -9.19%-8.8pp | 24.61%-42.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,592 | $1,960-18.8% | $3,372-52.8% | $2,596-38.7% |
| Participant deferral / active EE | $3,386 | $3,077+10.0% | $4,625-26.8% | $4,027-15.9% |
| Admin fee / account holder | $743 | $4,903-84.8% | $7,339-89.9% | $5,403-86.2% |