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 9-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 | $36,242 | $64,707-44.0% | $112,228-67.7% | $68,494-47.1% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -18.92% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,170 | $2,746-57.4% | $3,635-67.8% | $2,596-54.9% |
| Participant deferral / active EE | $1,986 | $3,565-44.3% | $4,728-58.0% | $4,027-50.7% |
| Admin fee / account holder | $1,100 | $5,232-79.0% | $6,410-82.8% | $5,403-79.6% |