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 10-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 | $51,531 | $75,828-32.0% | $147,614-65.1% | $59,632-13.6% |
| Participation rate | 25.5% | 71.6%-46.1pp | 84.6%-59.2pp | 68.7%-43.2pp |
| Annual return | 1.98% | 0.37%+1.6pp | 61.98%-60.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,356 | $3,130+103.0% | $4,895+29.8% | $3,192+99.1% |
| Admin fee / account holder | $1,849 | $5,985-69.1% | $11,611-84.1% | $4,297-57.0% |