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 | $51,247 | $67,331-23.9% | $60,874-15.8% | $134,475-61.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -16.61% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,262 | $3,096-59.2% | $2,701-53.3% | $4,740-73.4% |
| Participant deferral / active EE | $10,727 | $4,538+136.4% | $3,817+181.1% | $6,400+67.6% |
| Admin fee / account holder | $345 | $4,582-92.5% | $3,224-89.3% | $11,426-97.0% |