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 | $126,644 | $138,044-8.3% | $125,339+1.0% | $134,475-5.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -10.66% | 750.33%-761.0pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,082 | $5,243-79.4% | $4,814-77.5% | $4,740-77.2% |
| Participant deferral / active EE | $3,696 | $7,799-52.6% | $7,446-50.4% | $6,400-42.2% |
| Admin fee / account holder | $2,370 | $11,571-79.5% | $10,010-76.3% | $11,426-79.3% |