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 | $87,067 | $180,449-51.8% | $154,107-43.5% | $135,375-35.7% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,667 | $6,035-55.8% | $5,298-49.7% | $4,779-44.2% |
| Participant deferral / active EE | $5,649 | $5,806-2.7% | $5,081+11.2% | $5,609+0.7% |
| Admin fee / account holder | $2,326 | $16,143-85.6% | $13,411-82.7% | $10,827-78.5% |