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 | $27,896 | $84,402-66.9% | $61,373-54.5% | $134,475-79.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -20.49% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,078 | $1,544+34.5% | $1,159+79.2% | $4,740-56.2% |
| Participant deferral / active EE | $8,528 | $2,819+202.5% | $2,125+301.3% | $6,400+33.3% |
| Admin fee / account holder | $1,539 | $2,585-40.5% | $2,130-27.7% | $11,426-86.5% |