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 | $40,271 | $84,402-52.3% | $61,373-34.4% | $134,475-70.1% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -20.49% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,911 | $1,544+23.8% | $1,159+64.9% | $4,740-59.7% |
| Participant deferral / active EE | $3,169 | $2,819+12.4% | $2,125+49.1% | $6,400-50.5% |
| Admin fee / account holder | $3,783 | $2,585+46.3% | $2,130+77.6% | $11,426-66.9% |