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 | $33,952 | $44,850-24.3% | $60,547-43.9% | $59,632-43.1% |
| Participation rate | 51.5% | 59.5%-8.0pp | 68.0%-16.4pp | 68.7%-17.2pp |
| Annual return | -0.58% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,111 | $2,230-50.2% | $3,328-66.6% | $3,192-65.2% |
| Admin fee / account holder | $1,809 | $3,635-50.2% | $4,536-60.1% | $4,297-57.9% |