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 4-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 | $23,133 | $68,346-66.2% | $94,646-75.6% | $75,163-69.2% |
| Participation rate | 6.7% | 76.1%-69.4pp | 80.8%-74.2pp | 67.2%-60.5pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,965 | $6,537-54.7% | $7,418-60.0% | $4,125-28.1% |
| Admin fee / account holder | $1,673 | $5,326-68.6% | $7,231-76.9% | $5,651-70.4% |