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 | $19,977 | $84,402-76.3% | $61,373-67.4% | $134,475-85.1% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | -20.51% | 584.55%-605.1pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,090 | $1,544-29.5% | $1,159-6.0% | $4,740-77.0% |
| Participant deferral / active EE | $3,627 | $2,819+28.7% | $2,125+70.7% | $6,400-43.3% |
| Admin fee / account holder | $1,530 | $2,585-40.8% | $2,130-28.1% | $11,426-86.6% |