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 8-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 | $19,138 | $190,805-90.0% | $159,960-88.0% | $134,475-85.8% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -19.30% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,291 | $4,995-54.1% | $4,226-45.8% | $4,740-51.7% |
| Participant deferral / active EE | $4,048 | $6,923-41.5% | $6,182-34.5% | $6,400-36.7% |
| Admin fee / account holder | $2,329 | $10,471-77.8% | $8,698-73.2% | $11,426-79.6% |