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 | $35,488 | $138,065-74.3% | $123,544-71.3% | $135,375-73.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.73% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,791 | $5,151-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $4,151 | $6,799-38.9% | $6,426-35.4% | $5,609-26.0% |
| Admin fee / account holder | $11,976 | $10,916+9.7% | $9,284+29.0% | $10,827+10.6% |