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 | $123,764 | $90,600+36.6% | $79,464+55.7% | $135,375-8.6% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -4.30% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $325 | $3,068-89.4% | $2,800-88.4% | $4,779-93.2% |
| Participant deferral / active EE | $2,260 | $4,050-44.2% | $3,704-39.0% | $5,609-59.7% |
| Admin fee / account holder | $1,756 | $5,907-70.3% | $5,113-65.6% | $10,827-83.8% |