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 7-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 | $29,001 | $97,757-70.3% | $83,848-65.4% | $135,375-78.6% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -8.73% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,006 | $4,222-52.5% | $3,631-44.8% | $4,779-58.0% |
| Participant deferral / active EE | $4,609 | $4,682-1.6% | $4,082+12.9% | $5,609-17.8% |
| Admin fee / account holder | $2,985 | $6,674-55.3% | $5,478-45.5% | $10,827-72.4% |