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 | $116,906 | $138,065-15.3% | $123,544-5.4% | $135,375-13.6% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -4.02% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,566 | $5,151-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $4,012 | $6,799-41.0% | $6,426-37.6% | $5,609-28.5% |
| Admin fee / account holder | $833 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |