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 | $45,344 | $104,106-56.4% | $71,086-36.2% | $135,375-66.5% |
| Participation rate | 53.3% | 65.7%-12.3pp | 54.7%-1.3pp | 82.6%-29.3pp |
| Annual return | -8.89% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.6pp |
| Employer contribution / active EE | $971 | $1,485-34.6% | $1,088-10.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,625 | $2,527+3.9% | $1,874+40.1% | $5,609-53.2% |
| Admin fee / account holder | $891 | $4,142-78.5% | $3,082-71.1% | $10,827-91.8% |