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 | $65,547 | $92,703-29.3% | $82,719-20.8% | $134,475-51.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.5pp | 81.2%-22.1pp |
| Annual return | -19.72% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,984 | $3,274-39.4% | $3,009-34.1% | $4,740-58.1% |
| Participant deferral / active EE | $7,213 | $4,802+50.2% | $4,395+64.1% | $6,400+12.7% |
| Admin fee / account holder | $898 | $5,983-85.0% | $5,329-83.1% | $11,426-92.1% |