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 | $42,104 | $104,106-59.6% | $71,086-40.8% | $135,375-68.9% |
| Participation rate | 46.7% | 65.7%-19.0pp | 54.7%-8.0pp | 82.6%-36.0pp |
| Annual return | -7.72% | 1256.30%-1264.0pp | 650.59%-658.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,416 | $1,485-4.6% | $1,088+30.2% | $4,779-70.4% |
| Participant deferral / active EE | $5,632 | $2,527+122.9% | $1,874+200.5% | $5,609+0.4% |
| Admin fee / account holder | $4,996 | $4,142+20.6% | $3,082+62.1% | $10,827-53.9% |