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 | $99,727 | $138,065-27.8% | $123,544-19.3% | $135,375-26.3% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -0.95% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,192 | $5,151-57.5% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $3,821 | $6,799-43.8% | $6,426-40.5% | $5,609-31.9% |
| Admin fee / account holder | $315 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |