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 | $119,561 | $135,635-11.9% | $110,238+8.5% | $135,375-11.7% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.8%-20.7pp | 82.6%-23.5pp |
| Annual return | -7.85% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,252 | $5,506+31.7% | $4,672+55.2% | $5,609+29.3% |
| Admin fee / account holder | $520 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |