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 | $65,978 | $180,449-63.4% | $154,107-57.2% | $135,375-51.3% |
| Participation rate | 55.0% | 87.4%-32.4pp | 83.0%-28.0pp | 82.6%-27.6pp |
| Annual return | -5.18% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,702 | $6,035-55.2% | $5,298-49.0% | $4,779-43.5% |
| Participant deferral / active EE | $6,375 | $5,806+9.8% | $5,081+25.5% | $5,609+13.7% |
| Admin fee / account holder | $6,389 | $16,143-60.4% | $13,411-52.4% | $10,827-41.0% |