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 | $29,416 | $44,850-34.4% | $60,547-51.4% | $59,632-50.7% |
| Participation rate | 28.8% | 59.5%-30.6pp | 68.0%-39.1pp | 68.7%-39.8pp |
| Annual return | 0.02% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,093 | $2,230-51.0% | $3,328-67.2% | $3,192-65.8% |
| Admin fee / account holder | $3,888 | $3,635+6.9% | $4,536-14.3% | $4,297-9.5% |