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 7-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 | $30,322 | $138,044-78.0% | $125,339-75.8% | $134,475-77.5% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -18.32% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $979 | $5,243-81.3% | $4,814-79.7% | $4,740-79.3% |
| Participant deferral / active EE | $3,778 | $7,799-51.6% | $7,446-49.3% | $6,400-41.0% |
| Admin fee / account holder | $2,520 | $11,571-78.2% | $10,010-74.8% | $11,426-77.9% |