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 | $41,517 | $104,106-60.1% | $71,086-41.6% | $135,375-69.3% |
| Participation rate | 29.2% | 65.7%-36.5pp | 54.7%-25.5pp | 82.6%-53.5pp |
| Annual return | -3.56% | 1256.30%-1259.9pp | 650.59%-654.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $434 | $1,485-70.8% | $1,088-60.1% | $4,779-90.9% |
| Participant deferral / active EE | $1,431 | $2,527-43.4% | $1,874-23.6% | $5,609-74.5% |
| Admin fee / account holder | $1,920 | $4,142-53.6% | $3,082-37.7% | $10,827-82.3% |