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 | $61,622 | $95,971-35.8% | $74,550-17.3% | $135,375-54.5% |
| Participation rate | 45.0% | 75.7%-30.7pp | 69.1%-24.1pp | 82.6%-37.6pp |
| Annual return | -4.42% | 56.96%-61.4pp | 32.53%-36.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,876 | $3,843+0.8% | $3,108+24.7% | $5,609-30.9% |
| Admin fee / account holder | $13,313 | $6,522+104.1% | $5,060+163.1% | $10,827+23.0% |