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 8-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 | $39,660 | $44,850-11.6% | $60,547-34.5% | $59,632-33.5% |
| Participation rate | 52.9% | 59.5%-6.5pp | 68.0%-15.0pp | 68.7%-15.7pp |
| Annual return | -0.93% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $292 | $1,462-80.0% | $2,419-87.9% | $2,203-86.7% |
| Participant deferral / active EE | $1,229 | $2,230-44.9% | $3,328-63.1% | $3,192-61.5% |
| Admin fee / account holder | $1,359 | $3,635-62.6% | $4,536-70.0% | $4,297-68.4% |