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 | $37,003 | $84,695-56.3% | $73,843-49.9% | $125,391-70.5% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -1.86% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $162 | $3,123-94.8% | $2,787-94.2% | $4,866-96.7% |
| Participant deferral / active EE | $1,549 | $3,992-61.2% | $3,583-56.8% | $5,352-71.1% |
| Admin fee / account holder | $2,344 | $5,691-58.8% | $4,880-52.0% | $9,540-75.4% |