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 10-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 | $16,653 | $32,117-48.1% | $71,086-76.6% | $64,186-74.1% |
| Participation rate | 59.3% | 42.7%+16.6pp | 54.7%+4.6pp | 69.6%-10.3pp |
| Annual return | -9.69% | -5.57%-4.1pp | 650.59%-660.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,132 | $712+199.4% | $1,088+96.1% | $2,381-10.4% |
| Participant deferral / active EE | $2,152 | $1,263+70.4% | $1,874+14.8% | $3,470-38.0% |
| Admin fee / account holder | $310 | $2,759-88.8% | $3,082-90.0% | $4,888-93.7% |