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 9-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 | $28,218 | $106,543-73.5% | $91,220-69.1% | $134,475-79.0% |
| Participation rate | 56.3% | 76.8%-20.6pp | 73.2%-16.9pp | 81.2%-25.0pp |
| Annual return | -12.80% | 160.60%-173.4pp | 114.01%-126.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,462 | $3,331-56.1% | $2,850-48.7% | $4,740-69.2% |
| Participant deferral / active EE | $4,002 | $4,719-15.2% | $4,234-5.5% | $6,400-37.5% |
| Admin fee / account holder | $4,864 | $6,231-21.9% | $5,420-10.2% | $11,426-57.4% |