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 | $187,563 | $91,538+104.9% | $129,995+44.3% | $75,163+149.5% |
| Participation rate | 45.7% | 71.4%-25.7pp | 78.5%-32.8pp | 67.2%-21.5pp |
| Annual return | 73.92% | -631.11%+705.0pp | -137.18%+211.1pp | 160.62%-86.7pp |
| Employer contribution / active EE | $1,918 | $2,845-32.6% | $4,320-55.6% | $2,670-28.2% |
| Participant deferral / active EE | $2,934 | $4,341-32.4% | $5,820-49.6% | $4,125-28.9% |
| Admin fee / account holder | $3,438 | $6,790-49.4% | $10,614-67.6% | $5,651-39.2% |