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 5-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 | $18,770 | $82,664-77.3% | $125,339-85.0% | $68,494-72.6% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,395 | $6,110-11.7% | $7,446-27.6% | $4,027+34.0% |
| Admin fee / account holder | $4,072 | $6,275-35.1% | $10,010-59.3% | $5,403-24.6% |