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 | $57,410 | $180,449-68.2% | $154,107-62.7% | $135,375-57.6% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -5.51% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,604 | $6,035-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $2,973 | $5,806-48.8% | $5,081-41.5% | $5,609-47.0% |
| Admin fee / account holder | $2,908 | $16,143-82.0% | $13,411-78.3% | $10,827-73.1% |