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 | $25,680 | $52,224-50.8% | $88,946-71.1% | $102,872-75.0% |
| Participation rate | 3.3% | 40.8%-37.4pp | 68.8%-65.5pp | 73.0%-69.7pp |
| Annual return | 14.33% | 16.96%-2.6pp | 57.82%-43.5pp | 19.06%-4.7pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $170 | $2,611-93.5% | $4,581-96.3% | $5,535-96.9% |
| Admin fee / account holder | $3,986 | $1,723+131.3% | $8,261-51.8% | $292+1264.0% |