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 6-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 | $44,136 | $138,044-68.0% | $125,339-64.8% | $134,475-67.2% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -19.68% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,998 | $5,243-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $11,817 | $7,799+51.5% | $7,446+58.7% | $6,400+84.7% |
| Admin fee / account holder | $4,352 | $11,571-62.4% | $10,010-56.5% | $11,426-61.9% |