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 | $26,800 | $138,044-80.6% | $125,339-78.6% | $134,475-80.1% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,052 | $5,243-60.9% | $4,814-57.4% | $4,740-56.7% |
| Participant deferral / active EE | $4,807 | $7,799-38.4% | $7,446-35.4% | $6,400-24.9% |
| Admin fee / account holder | $694 | $11,571-94.0% | $10,010-93.1% | $11,426-93.9% |