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 | $27,733 | $55,415-50.0% | $155,509-82.2% | $74,495-62.8% |
| Participation rate | 36.8% | 61.9%-25.1pp | 78.2%-41.3pp | 67.2%-30.4pp |
| Annual return | 13.45% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,408 | $2,836-50.4% | $5,626-75.0% | $4,346-67.6% |
| Admin fee / account holder | $901 | $1,738-48.2% | $15,912-94.3% | $1,942-53.6% |