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 | $42,087 | $39,798+5.8% | $67,711-37.8% | $59,632-29.4% |
| Participation rate | 51.1% | 57.4%-6.3pp | 67.5%-16.4pp | 68.7%-17.6pp |
| Annual return | -1.96% | 89.94%-91.9pp | 25.41%-27.4pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $987 | $1,393-29.1% | $2,559-61.4% | $2,203-55.2% |
| Participant deferral / active EE | $2,525 | $2,335+8.1% | $3,585-29.6% | $3,192-20.9% |
| Admin fee / account holder | $380 | $3,212-88.2% | $4,255-91.1% | $4,297-91.2% |