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 | $56,243 | $190,805-70.5% | $159,960-64.8% | $134,475-58.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.83% | 552.23%-569.1pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,950 | $4,995-40.9% | $4,226-30.2% | $4,740-37.8% |
| Participant deferral / active EE | $3,451 | $6,923-50.2% | $6,182-44.2% | $6,400-46.1% |
| Admin fee / account holder | $5,056 | $10,471-51.7% | $8,698-41.9% | $11,426-55.7% |