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 | $58,234-78.3% | $81,783-84.6% | $80,874-84.4% |
| Participation rate | 21.4% | 63.4%-42.0pp | 72.4%-50.9pp | 67.6%-46.2pp |
| Annual return | 13.94% | 41.70%-27.8pp | 775.05%-761.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $862 | $3,283-73.7% | $4,320-80.1% | $4,297-79.9% |
| Admin fee / account holder | $1,077 | $4,982-78.4% | $7,380-85.4% | $6,935-84.5% |