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 | $72,919 | $92,703-21.3% | $82,719-11.8% | $134,475-45.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.29% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,094 | $3,274-5.5% | $3,009+2.8% | $4,740-34.7% |
| Participant deferral / active EE | $7,337 | $4,802+52.8% | $4,395+66.9% | $6,400+14.6% |
| Admin fee / account holder | $3,005 | $5,983-49.8% | $5,329-43.6% | $11,426-73.7% |