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 | $45,307 | $84,402-46.3% | $61,373-26.2% | $134,475-66.3% |
| Participation rate | 35.0% | 62.2%-27.2pp | 52.6%-17.6pp | 81.2%-46.2pp |
| Annual return | -19.24% | 584.55%-603.8pp | 338.61%-357.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $335 | $1,544-78.3% | $1,159-71.1% | $4,740-92.9% |
| Participant deferral / active EE | $573 | $2,819-79.7% | $2,125-73.0% | $6,400-91.0% |
| Admin fee / account holder | $791 | $2,585-69.4% | $2,130-62.8% | $11,426-93.1% |