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 6-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 | $36,361 | $51,576-29.5% | $129,207-71.9% | $80,856-55.0% |
| Participation rate | 28.8% | 57.0%-28.2pp | 69.6%-40.8pp | 67.6%-38.9pp |
| Annual return | 15.90% | 20.81%-4.9pp | 9417.33%-9401.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,420 | $2,669-46.8% | $4,168-65.9% | $4,296-66.9% |
| Admin fee / account holder | $485 | $4,305-88.7% | $7,715-93.7% | $6,918-93.0% |