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 9-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 | $29,574 | $69,763-57.6% | $67,502-56.2% | $74,495-60.3% |
| Participation rate | 52.7% | 71.4%-18.7pp | 72.9%-20.2pp | 67.2%-14.5pp |
| Annual return | 20.12% | -40.34%+60.5pp | 3512.12%-3492.0pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,010 | $2,704-25.7% | $2,731-26.4% | $2,623-23.4% |
| Participant deferral / active EE | $3,390 | $3,636-6.8% | $4,000-15.2% | $4,346-22.0% |
| Admin fee / account holder | $2,944 | $896+228.7% | $3,998-26.3% | $1,942+51.6% |