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 6-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 | $18,824 | $190,805-90.1% | $159,960-88.2% | $134,475-86.0% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.10% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $836 | $4,995-83.3% | $4,226-80.2% | $4,740-82.4% |
| Participant deferral / active EE | $2,027 | $6,923-70.7% | $6,182-67.2% | $6,400-68.3% |
| Admin fee / account holder | $1,208 | $10,471-88.5% | $8,698-86.1% | $11,426-89.4% |