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 | $48,672 | $190,805-74.5% | $159,960-69.6% | $134,475-63.8% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -17.50% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,303 | $4,995-73.9% | $4,226-69.2% | $4,740-72.5% |
| Participant deferral / active EE | $5,348 | $6,923-22.7% | $6,182-13.5% | $6,400-16.4% |
| Admin fee / account holder | $2,455 | $10,471-76.6% | $8,698-71.8% | $11,426-78.5% |