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 9-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 | $50,146 | $180,449-72.2% | $154,107-67.5% | $135,375-63.0% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -7.68% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,138 | $6,035-64.6% | $5,298-59.6% | $4,779-55.3% |
| Participant deferral / active EE | $4,718 | $5,806-18.7% | $5,081-7.1% | $5,609-15.9% |
| Admin fee / account holder | $7,099 | $16,143-56.0% | $13,411-47.1% | $10,827-34.4% |