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 | $119,624 | $138,065-13.4% | $123,544-3.2% | $135,375-11.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.16% | 153.68%-162.8pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,034 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $8,430 | $6,799+24.0% | $6,426+31.2% | $5,609+50.3% |
| Admin fee / account holder | $1,051 | $10,916-90.4% | $9,284-88.7% | $10,827-90.3% |