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 | $55,882 | $97,757-42.8% | $83,848-33.4% | $135,375-58.7% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -8.74% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $7,162 | $4,222+69.6% | $3,631+97.2% | $4,779+49.9% |
| Participant deferral / active EE | $3,227 | $4,682-31.1% | $4,082-20.9% | $5,609-42.5% |
| Admin fee / account holder | $2,130 | $6,674-68.1% | $5,478-61.1% | $10,827-80.3% |