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 | $68,141 | $88,594-23.1% | $70,092-2.8% | $134,475-49.3% |
| Participation rate | 46.7% | 74.9%-28.3pp | 70.5%-23.8pp | 81.2%-34.6pp |
| Annual return | -19.25% | 442.67%-461.9pp | 190.73%-210.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,108 | $3,233-34.8% | $2,559-17.6% | $4,740-55.5% |
| Participant deferral / active EE | $5,035 | $4,772+5.5% | $3,849+30.8% | $6,400-21.3% |
| Admin fee / account holder | $3,402 | $10,441-67.4% | $6,267-45.7% | $11,426-70.2% |