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 | $26,000 | $102,966-74.7% | $90,281-71.2% | $152,861-83.0% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,580 | $3,139-49.7% | $2,854-44.7% | $4,762-66.8% |
| Participant deferral / active EE | $5,198 | $4,281+21.4% | $3,885+33.8% | $5,850-11.2% |
| Admin fee / account holder | $4,880 | $6,171-20.9% | $5,351-8.8% | $11,596-57.9% |