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 | $27,644 | $69,763-60.4% | $67,502-59.0% | $74,495-62.9% |
| Participation rate | 56.0% | 71.4%-15.3pp | 72.9%-16.8pp | 67.2%-11.2pp |
| Annual return | 13.43% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,705 | $2,704-36.9% | $2,731-37.6% | $2,623-35.0% |
| Participant deferral / active EE | $2,076 | $3,636-42.9% | $4,000-48.1% | $4,346-52.2% |
| Admin fee / account holder | $326 | $896-63.6% | $3,998-91.9% | $1,942-83.2% |