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 | $57,467 | $97,757-41.2% | $83,848-31.5% | $135,375-57.5% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -2.78% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $980 | $4,222-76.8% | $3,631-73.0% | $4,779-79.5% |
| Participant deferral / active EE | $5,643 | $4,682+20.5% | $4,082+38.3% | $5,609+0.6% |
| Admin fee / account holder | $5,549 | $6,674-16.9% | $5,478+1.3% | $10,827-48.8% |