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 | $37,511 | $45,152-16.9% | $73,843-49.2% | $59,632-37.1% |
| Participation rate | 61.5% | 64.0%-2.5pp | 73.4%-11.9pp | 68.7%-7.1pp |
| Annual return | -2.05% | 27.40%-29.4pp | 2267.84%-2269.9pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $281 | $1,902-85.2% | $2,787-89.9% | $2,203-87.2% |
| Participant deferral / active EE | $884 | $2,574-65.7% | $3,583-75.3% | $3,192-72.3% |
| Admin fee / account holder | $8,192 | $3,516+133.0% | $4,880+67.9% | $4,297+90.7% |