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 4-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 | $43,724 | $69,763-37.3% | $67,502-35.2% | $74,495-41.3% |
| Participation rate | 25.0% | 71.4%-46.4pp | 72.9%-47.9pp | 67.2%-42.2pp |
| Annual return | 15.55% | -40.34%+55.9pp | 3512.12%-3496.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,539 | $3,636-57.7% | $4,000-61.5% | $4,346-64.6% |
| Admin fee / account holder | $1,843 | $896+105.8% | $3,998-53.9% | $1,942-5.1% |