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 8-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 | $27,647 | $123,909-77.7% | $69,647-60.3% | $145,922-81.1% |
| Participation rate | 55.6% | 69.2%-13.7pp | 66.5%-10.9pp | 80.3%-24.7pp |
| Annual return | 12.00% | 190.55%-178.5pp | 100.48%-88.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,817 | $4,236-33.5% | $2,886-2.4% | $6,688-57.9% |
| Admin fee / account holder | $709 | $7,863-91.0% | $4,713-85.0% | $13,397-94.7% |