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 | $105,097 | $95,971+9.5% | $74,550+41.0% | $135,375-22.4% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -8.68% | 56.96%-65.6pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $938 | $2,716-65.5% | $1,961-52.2% | $4,779-80.4% |
| Participant deferral / active EE | $4,038 | $3,843+5.1% | $3,108+29.9% | $5,609-28.0% |
| Admin fee / account holder | $948 | $6,522-85.5% | $5,060-81.3% | $10,827-91.2% |