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 7-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 | $57,948 | $64,707-10.4% | $112,228-48.4% | $68,494-15.4% |
| Participation rate | 55.1% | 67.2%-12.0pp | 75.1%-20.0pp | 67.9%-12.8pp |
| Annual return | -18.84% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,939 | $2,746-29.4% | $3,635-46.7% | $2,596-25.3% |
| Participant deferral / active EE | $3,716 | $3,565+4.2% | $4,728-21.4% | $4,027-7.7% |
| Admin fee / account holder | $3,198 | $5,232-38.9% | $6,410-50.1% | $5,403-40.8% |