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 | $47,226 | $92,703-49.1% | $82,719-42.9% | $134,475-64.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.11% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,922 | $3,274+19.8% | $3,009+30.4% | $4,740-17.2% |
| Participant deferral / active EE | $11,965 | $4,802+149.2% | $4,395+172.2% | $6,400+87.0% |
| Admin fee / account holder | $2,091 | $5,983-65.0% | $5,329-60.8% | $11,426-81.7% |