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 | $48,554 | $97,757-50.3% | $83,848-42.1% | $135,375-64.1% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -6.28% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,561 | $4,222-15.7% | $3,631-1.9% | $4,779-25.5% |
| Participant deferral / active EE | $4,403 | $4,682-6.0% | $4,082+7.9% | $5,609-21.5% |
| Admin fee / account holder | $4,074 | $6,674-39.0% | $5,478-25.6% | $10,827-62.4% |