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 | $146,592 | $54,350+169.7% | $82,719+77.2% | $68,494+114.0% |
| Participation rate | 47.7% | 63.9%-16.2pp | 72.6%-24.8pp | 67.9%-20.2pp |
| Annual return | -13.91% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,166 | $3,246-2.5% | $4,395-28.0% | $4,027-21.4% |
| Admin fee / account holder | $548 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |