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 | $37,753 | $138,065-72.7% | $123,544-69.4% | $135,375-72.1% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -3.27% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,121 | $5,151-78.2% | $4,628-75.8% | $4,779-76.5% |
| Participant deferral / active EE | $3,190 | $6,799-53.1% | $6,426-50.3% | $5,609-43.1% |
| Admin fee / account holder | $2,435 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |