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 8-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 | $42,518 | $56,199-24.3% | $67,652-37.2% | $59,632-28.7% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -0.76% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $567 | $1,614-64.9% | $2,266-75.0% | $2,203-74.3% |
| Participant deferral / active EE | $2,267 | $2,844-20.3% | $3,560-36.3% | $3,192-29.0% |
| Admin fee / account holder | $2,257 | $3,958-43.0% | $4,821-53.2% | $4,297-47.5% |