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 | $41,880 | $90,600-53.8% | $79,464-47.3% | $135,375-69.1% |
| Participation rate | 31.6% | 76.0%-44.5pp | 73.3%-41.8pp | 82.6%-51.1pp |
| Annual return | -8.81% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $201 | $3,068-93.4% | $2,800-92.8% | $4,779-95.8% |
| Participant deferral / active EE | $2,014 | $4,050-50.3% | $3,704-45.6% | $5,609-64.1% |
| Admin fee / account holder | $1,797 | $5,907-69.6% | $5,113-64.9% | $10,827-83.4% |