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 | $106,665 | $160,055-33.4% | $140,016-23.8% | $135,375-21.2% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -7.21% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,384 | $6,420-62.9% | $5,606-57.5% | $4,779-50.1% |
| Participant deferral / active EE | $5,762 | $7,642-24.6% | $6,927-16.8% | $5,609+2.7% |
| Admin fee / account holder | $471 | $13,328-96.5% | $10,705-95.6% | $10,827-95.6% |