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 6-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 | $20,807 | $84,695-75.4% | $73,843-71.8% | $125,391-83.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.15% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,535 | $3,123-50.8% | $2,787-44.9% | $4,866-68.4% |
| Participant deferral / active EE | $4,622 | $3,992+15.8% | $3,583+29.0% | $5,352-13.6% |
| Admin fee / account holder | $1,187 | $5,691-79.1% | $4,880-75.7% | $9,540-87.6% |