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 | $119,258 | $180,449-33.9% | $154,107-22.6% | $135,375-11.9% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -7.81% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,117 | $6,035-64.9% | $5,298-60.0% | $4,779-55.7% |
| Participant deferral / active EE | $3,875 | $5,806-33.3% | $5,081-23.7% | $5,609-30.9% |
| Admin fee / account holder | $926 | $16,143-94.3% | $13,411-93.1% | $10,827-91.4% |