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 | $33,721 | $82,664-59.2% | $125,339-73.1% | $68,494-50.8% |
| Participation rate | 22.5% | 75.0%-52.5pp | 82.4%-59.8pp | 67.9%-45.4pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,646 | $6,110-40.3% | $7,446-51.0% | $4,027-9.5% |
| Admin fee / account holder | $1,657 | $6,275-73.6% | $10,010-83.4% | $5,403-69.3% |