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 | $98,520 | $73,867+33.4% | $143,757-31.5% | $68,494+43.8% |
| Participation rate | 32.6% | 66.7%-34.1pp | 80.3%-47.7pp | 67.9%-35.3pp |
| Annual return | -16.10% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $586 | $3,184-81.6% | $4,951-88.2% | $2,596-77.4% |
| Participant deferral / active EE | $1,035 | $3,384-69.4% | $5,637-81.6% | $4,027-74.3% |
| Admin fee / account holder | $6,286 | $5,755+9.2% | $14,673-57.2% | $5,403+16.3% |