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 | $39,556 | $84,695-53.3% | $73,843-46.4% | $125,391-68.5% |
| Participation rate | 54.2% | 76.8%-22.6pp | 73.4%-19.3pp | 83.2%-29.0pp |
| Annual return | -0.24% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $367 | $3,123-88.2% | $2,787-86.8% | $4,866-92.5% |
| Participant deferral / active EE | $2,815 | $3,992-29.5% | $3,583-21.4% | $5,352-47.4% |
| Admin fee / account holder | $2,362 | $5,691-58.5% | $4,880-51.6% | $9,540-75.2% |