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 | $19,899 | $190,805-89.6% | $159,960-87.6% | $134,475-85.2% |
| Participation rate | 52.6% | 81.9%-29.3pp | 78.0%-25.3pp | 81.2%-28.6pp |
| Annual return | -18.87% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,066 | $4,995-78.7% | $4,226-74.8% | $4,740-77.5% |
| Participant deferral / active EE | $4,773 | $6,923-31.1% | $6,182-22.8% | $6,400-25.4% |
| Admin fee / account holder | $5,778 | $10,471-44.8% | $8,698-33.6% | $11,426-49.4% |