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 | $51,041 | $180,449-71.7% | $154,107-66.9% | $135,375-62.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.15% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,522 | $6,035-74.8% | $5,298-71.3% | $4,779-68.1% |
| Participant deferral / active EE | $2,405 | $5,806-58.6% | $5,081-52.7% | $5,609-57.1% |
| Admin fee / account holder | $8,967 | $16,143-44.5% | $13,411-33.1% | $10,827-17.2% |