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 | $196,312 | $92,703+111.8% | $82,719+137.3% | $134,475+46.0% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -12.89% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,799 | $3,274-45.1% | $3,009-40.2% | $4,740-62.0% |
| Participant deferral / active EE | $2,746 | $4,802-42.8% | $4,395-37.5% | $6,400-57.1% |
| Admin fee / account holder | $3,575 | $5,983-40.2% | $5,329-32.9% | $11,426-68.7% |