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 7-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 | $21,873 | $190,805-88.5% | $159,960-86.3% | $134,475-83.7% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.07% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,892 | $4,995-62.1% | $4,226-55.2% | $4,740-60.1% |
| Participant deferral / active EE | $7,408 | $6,923+7.0% | $6,182+19.8% | $6,400+15.8% |
| Admin fee / account holder | $5,580 | $10,471-46.7% | $8,698-35.9% | $11,426-51.2% |