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 | $23,218 | $45,863-49.4% | $77,024-69.9% | $68,494-66.1% |
| Participation rate | 61.8% | 55.9%+5.9pp | 67.9%-6.1pp | 67.9%-6.1pp |
| Annual return | -0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,632 | $1,650-1.1% | $2,812-42.0% | $2,596-37.1% |
| Participant deferral / active EE | $3,143 | $2,962+6.1% | $4,426-29.0% | $4,027-22.0% |
| Admin fee / account holder | $2,625 | $3,041-13.7% | $5,425-51.6% | $5,403-51.4% |