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 9-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 | $25,440 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -16.30% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,320 | $5,243-74.8% | $4,814-72.6% | $4,740-72.1% |
| Participant deferral / active EE | $5,520 | $7,799-29.2% | $7,446-25.9% | $6,400-13.7% |
| Admin fee / account holder | $353 | $11,571-96.9% | $10,010-96.5% | $11,426-96.9% |