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 5-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 | $37,057 | $71,883-48.4% | $86,677-57.2% | $68,494-45.9% |
| Participation rate | 43.3% | 72.2%-28.9pp | 76.6%-33.2pp | 67.9%-24.6pp |
| Annual return | -11.08% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,480 | $2,173-31.9% | $2,836-47.8% | $2,596-43.0% |
| Participant deferral / active EE | $1,790 | $3,779-52.6% | $4,656-61.6% | $4,027-55.6% |
| Admin fee / account holder | $1,183 | $6,112-80.7% | $7,493-84.2% | $5,403-78.1% |