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 | $146,484 | $26,549+451.7% | $61,373+138.7% | $66,914+118.9% |
| Participation rate | 15.2% | 38.1%-22.9pp | 52.6%-37.4pp | 69.8%-54.6pp |
| Annual return | 103.50% | -16.21%+119.7pp | 338.61%-235.1pp | 1.58%+101.9pp |
| Employer contribution / active EE | $407 | $651-37.6% | $1,159-64.9% | $2,544-84.0% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2,229 | $409+445.5% | $2,130+4.7% | $593+275.7% |