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 | $145,021 | $92,703+56.4% | $82,719+75.3% | $134,475+7.8% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -0.87% | 944.92%-945.8pp | 701.18%-702.0pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,840 | $3,274-43.8% | $3,009-38.9% | $4,740-61.2% |
| Participant deferral / active EE | $3,305 | $4,802-31.2% | $4,395-24.8% | $6,400-48.4% |
| Admin fee / account holder | $1,798 | $5,983-69.9% | $5,329-66.3% | $11,426-84.3% |