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 | $23,340 | $39,798-41.4% | $67,711-65.5% | $59,632-60.9% |
| Participation rate | 26.9% | 57.4%-30.4pp | 67.5%-40.6pp | 68.7%-41.7pp |
| Annual return | 6.89% | 89.94%-83.1pp | 25.41%-18.5pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,278 | $2,335-45.3% | $3,585-64.4% | $3,192-60.0% |
| Admin fee / account holder | $356 | $3,212-88.9% | $4,255-91.6% | $4,297-91.7% |