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 6-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 | $29,659 | $138,044-78.5% | $125,339-76.3% | $134,475-77.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.58% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,269 | $5,243-37.7% | $4,814-32.1% | $4,740-31.0% |
| Participant deferral / active EE | $11,769 | $7,799+50.9% | $7,446+58.1% | $6,400+83.9% |
| Admin fee / account holder | $490 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |