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 | $12,614 | $58,208-78.3% | $81,812-84.6% | $80,856-84.4% |
| Participation rate | 21.4% | 63.4%-42.0pp | 72.3%-50.9pp | 67.6%-46.2pp |
| Annual return | 13.94% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $862 | $3,281-73.7% | $4,319-80.0% | $4,296-79.9% |
| Admin fee / account holder | $1,077 | $4,981-78.4% | $7,386-85.4% | $6,918-84.4% |