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 | $96,659 | $92,703+4.3% | $82,719+16.9% | $134,475-28.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.8pp | 81.2%-16.5pp |
| Annual return | -18.10% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,022 | $3,274-38.2% | $3,009-32.8% | $4,740-57.3% |
| Participant deferral / active EE | $2,668 | $4,802-44.4% | $4,395-39.3% | $6,400-58.3% |
| Admin fee / account holder | $9,276 | $5,983+55.1% | $5,329+74.1% | $11,426-18.8% |