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 | $118,857 | $106,543+11.6% | $91,220+30.3% | $134,475-11.6% |
| Participation rate | 15.0% | 76.8%-61.8pp | 73.2%-58.2pp | 81.2%-66.2pp |
| Annual return | -19.17% | 160.60%-179.8pp | 114.01%-133.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $674 | $3,331-79.8% | $2,850-76.3% | $4,740-85.8% |
| Participant deferral / active EE | $1,275 | $4,719-73.0% | $4,234-69.9% | $6,400-80.1% |
| Admin fee / account holder | $458 | $6,231-92.7% | $5,420-91.6% | $11,426-96.0% |