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 9-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 | $55,967 | $91,538-38.9% | $129,995-56.9% | $75,163-25.5% |
| Participation rate | 51.3% | 71.4%-20.2pp | 78.5%-27.2pp | 67.2%-15.9pp |
| Annual return | 19.27% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,555 | $2,845-45.4% | $4,320-64.0% | $2,670-41.8% |
| Participant deferral / active EE | $4,203 | $4,341-3.2% | $5,820-27.8% | $4,125+1.9% |
| Admin fee / account holder | $1,119 | $6,790-83.5% | $10,614-89.5% | $5,651-80.2% |