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 | $117,690 | $84,402+39.4% | $61,373+91.8% | $134,475-12.5% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -19.04% | 584.55%-603.6pp | 338.61%-357.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,128 | $1,544-27.0% | $1,159-2.7% | $4,740-76.2% |
| Participant deferral / active EE | $1,369 | $2,819-51.4% | $2,125-35.6% | $6,400-78.6% |
| Admin fee / account holder | $1,744 | $2,585-32.6% | $2,130-18.1% | $11,426-84.7% |