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 7-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 | $36,998 | $104,486-64.6% | $76,817-51.8% | $152,861-75.8% |
| Participation rate | 54.2% | 76.6%-22.4pp | 72.1%-17.9pp | 82.4%-28.3pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $847 | $3,116-72.8% | $2,302-63.2% | $4,762-82.2% |
| Participant deferral / active EE | $1,753 | $4,236-58.6% | $3,336-47.4% | $5,850-70.0% |
| Admin fee / account holder | $596 | $12,275-95.1% | $6,420-90.7% | $11,596-94.9% |