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 8-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 | $36,840 | $99,640-63.0% | $86,436-57.4% | $134,475-72.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -6.89% | 6782.58%-6789.5pp | 4394.89%-4401.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $831 | $4,400-81.1% | $3,769-78.0% | $4,740-82.5% |
| Participant deferral / active EE | $2,801 | $7,246-61.3% | $6,952-59.7% | $6,400-56.2% |
| Admin fee / account holder | $985 | $8,371-88.2% | $6,731-85.4% | $11,426-91.4% |