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 4-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 | $76,523 | $92,703-17.5% | $82,719-7.5% | $134,475-43.1% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,950 | $3,274-40.4% | $3,009-35.2% | $4,740-58.9% |
| Participant deferral / active EE | $5,224 | $4,802+8.8% | $4,395+18.9% | $6,400-18.4% |
| Admin fee / account holder | $498 | $5,983-91.7% | $5,329-90.7% | $11,426-95.6% |