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 | $45,168 | $99,640-54.7% | $86,436-47.7% | $134,475-66.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.50% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,292 | $4,400-70.6% | $3,769-65.7% | $4,740-72.7% |
| Participant deferral / active EE | $7,018 | $7,246-3.1% | $6,952+1.0% | $6,400+9.7% |
| Admin fee / account holder | $2,603 | $8,371-68.9% | $6,731-61.3% | $11,426-77.2% |