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 | $29,453 | $91,538-67.8% | $129,995-77.3% | $75,163-60.8% |
| Participation rate | 57.7% | 71.4%-13.7pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 25.07% | -631.11%+656.2pp | -137.18%+162.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,015 | $4,341+84.6% | $5,820+37.7% | $4,125+94.3% |
| Admin fee / account holder | $2,868 | $6,790-57.8% | $10,614-73.0% | $5,651-49.3% |