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 | $66,894 | $180,449-62.9% | $154,107-56.6% | $135,375-50.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -1.44% | 888.09%-889.5pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,550 | $6,035-57.7% | $5,298-51.9% | $4,779-46.6% |
| Participant deferral / active EE | $2,835 | $5,806-51.2% | $5,081-44.2% | $5,609-49.5% |
| Admin fee / account holder | $4,076 | $16,143-74.8% | $13,411-69.6% | $10,827-62.4% |