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 | $61,356 | $99,640-38.4% | $86,436-29.0% | $134,475-54.4% |
| Participation rate | 30.0% | 82.0%-52.0pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -15.10% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,604 | $4,400-63.6% | $3,769-57.4% | $4,740-66.2% |
| Participant deferral / active EE | $4,518 | $7,246-37.6% | $6,952-35.0% | $6,400-29.4% |
| Admin fee / account holder | $9,865 | $8,371+17.8% | $6,731+46.6% | $11,426-13.7% |