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 | $35,419 | $73,004-51.5% | $90,749-61.0% | $68,494-48.3% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -18.16% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,878 | $2,193-14.4% | $2,921-35.7% | $2,596-27.7% |
| Participant deferral / active EE | $3,184 | $3,627-12.2% | $4,564-30.2% | $4,027-20.9% |
| Admin fee / account holder | $2,532 | $5,896-57.1% | $8,445-70.0% | $5,403-53.1% |