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 | $75,258 | $138,044-45.5% | $125,339-40.0% | $134,475-44.0% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.13% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,207 | $5,243-57.9% | $4,814-54.1% | $4,740-53.4% |
| Participant deferral / active EE | $9,497 | $7,799+21.8% | $7,446+27.5% | $6,400+48.4% |
| Admin fee / account holder | $2,016 | $11,571-82.6% | $10,010-79.9% | $11,426-82.4% |