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 8-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 | $35,636 | $64,707-44.9% | $112,228-68.2% | $68,494-48.0% |
| Participation rate | 37.1% | 67.2%-30.0pp | 75.1%-37.9pp | 67.9%-30.7pp |
| Annual return | -14.96% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,876 | $2,746-31.7% | $3,635-48.4% | $2,596-27.8% |
| Participant deferral / active EE | $3,118 | $3,565-12.5% | $4,728-34.0% | $4,027-22.6% |
| Admin fee / account holder | $2,389 | $5,232-54.3% | $6,410-62.7% | $5,403-55.8% |