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 | $54,801 | $138,044-60.3% | $125,339-56.3% | $134,475-59.2% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -20.22% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,533 | $5,243-70.8% | $4,814-68.2% | $4,740-67.7% |
| Participant deferral / active EE | $3,917 | $7,799-49.8% | $7,446-47.4% | $6,400-38.8% |
| Admin fee / account holder | $849 | $11,571-92.7% | $10,010-91.5% | $11,426-92.6% |