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 10-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 | $16,727 | $90,600-81.5% | $79,464-79.0% | $135,375-87.6% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -4.31% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $997 | $3,068-67.5% | $2,800-64.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,422 | $4,050-64.9% | $3,704-61.6% | $5,609-74.6% |
| Admin fee / account holder | $2,600 | $5,907-56.0% | $5,113-49.2% | $10,827-76.0% |