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 | $77,831 | $88,594-12.1% | $70,092+11.0% | $134,475-42.1% |
| Participation rate | 68.8% | 74.9%-6.2pp | 70.5%-1.7pp | 81.2%-12.5pp |
| Annual return | -11.26% | 442.67%-453.9pp | 190.73%-202.0pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,029 | $3,233-37.2% | $2,559-20.7% | $4,740-57.2% |
| Participant deferral / active EE | $4,209 | $4,772-11.8% | $3,849+9.4% | $6,400-34.2% |
| Admin fee / account holder | $4,758 | $10,441-54.4% | $6,267-24.1% | $11,426-58.4% |