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 | $49,661 | $82,630-39.9% | $64,105-22.5% | $125,391-60.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -1.39% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,267 | $2,671-52.6% | $1,820-30.4% | $4,866-74.0% |
| Participant deferral / active EE | $2,405 | $3,608-33.3% | $2,822-14.8% | $5,352-55.1% |
| Admin fee / account holder | $607 | $6,382-90.5% | $4,499-86.5% | $9,540-93.6% |