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 3-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 | $33,609 | $91,538-63.3% | $129,995-74.1% | $75,163-55.3% |
| Participation rate | 65.1% | 71.4%-6.4pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 36.80% | -631.11%+667.9pp | -137.18%+174.0pp | 160.62%-123.8pp |
| Employer contribution / active EE | $1,142 | $2,845-59.9% | $4,320-73.6% | $2,670-57.2% |
| Participant deferral / active EE | $2,419 | $4,341-44.3% | $5,820-58.4% | $4,125-41.4% |
| Admin fee / account holder | $2,315 | $6,790-65.9% | $10,614-78.2% | $5,651-59.0% |