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 4-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 | $57,263 | $91,538-37.4% | $129,995-55.9% | $75,163-23.8% |
| Participation rate | 60.7% | 71.4%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 90.66% | -631.11%+721.8pp | -137.18%+227.8pp | 160.62%-70.0pp |
| Employer contribution / active EE | $2,813 | $2,845-1.1% | $4,320-34.9% | $2,670+5.4% |
| Participant deferral / active EE | $4,031 | $4,341-7.1% | $5,820-30.7% | $4,125-2.3% |
| Admin fee / account holder | $4,671 | $6,790-31.2% | $10,614-56.0% | $5,651-17.3% |