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 | $16,893 | $92,703-81.8% | $82,719-79.6% | $134,475-87.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.40% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,058 | $3,274-67.7% | $3,009-64.9% | $4,740-77.7% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.0% | $6,400-60.9% |
| Admin fee / account holder | $479 | $5,983-92.0% | $5,329-91.0% | $11,426-95.8% |