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 7-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 | $45,308 | $84,402-46.3% | $61,373-26.2% | $134,475-66.3% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -19.74% | 584.55%-604.3pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,469 | $1,544+189.4% | $1,159+285.5% | $4,740-5.7% |
| Participant deferral / active EE | $4,472 | $2,819+58.6% | $2,125+110.4% | $6,400-30.1% |
| Admin fee / account holder | $513 | $2,585-80.2% | $2,130-75.9% | $11,426-95.5% |