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 9-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 | $52,570 | $91,538-42.6% | $129,995-59.6% | $75,163-30.1% |
| Participation rate | 26.7% | 71.4%-44.8pp | 78.5%-51.8pp | 67.2%-40.5pp |
| Annual return | 22.23% | -631.11%+653.3pp | -137.18%+159.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,172 | $2,845-58.8% | $4,320-72.9% | $2,670-56.1% |
| Participant deferral / active EE | $2,318 | $4,341-46.6% | $5,820-60.2% | $4,125-43.8% |
| Admin fee / account holder | $2,295 | $6,790-66.2% | $10,614-78.4% | $5,651-59.4% |