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 8-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 | $41,699 | $91,538-54.4% | $129,995-67.9% | $75,163-44.5% |
| Participation rate | 60.6% | 71.4%-10.8pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 17.54% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,462 | $2,845-13.5% | $4,320-43.0% | $2,670-7.8% |
| Participant deferral / active EE | $5,251 | $4,341+21.0% | $5,820-9.8% | $4,125+27.3% |
| Admin fee / account holder | $3,606 | $6,790-46.9% | $10,614-66.0% | $5,651-36.2% |