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 | $87,586 | $97,757-10.4% | $83,848+4.5% | $135,375-35.3% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -7.67% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,987 | $4,222-52.9% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $4,416 | $4,682-5.7% | $4,082+8.2% | $5,609-21.3% |
| Admin fee / account holder | $1,137 | $6,674-83.0% | $5,478-79.2% | $10,827-89.5% |