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 | $37,971 | $92,703-59.0% | $82,719-54.1% | $134,475-71.8% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 81.2%-26.2pp |
| Annual return | -19.52% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,042 | $3,274-68.2% | $3,009-65.4% | $4,740-78.0% |
| Participant deferral / active EE | $3,646 | $4,802-24.1% | $4,395-17.0% | $6,400-43.0% |
| Admin fee / account holder | $1,315 | $5,983-78.0% | $5,329-75.3% | $11,426-88.5% |