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 | $84,921 | $90,600-6.3% | $79,464+6.9% | $135,375-37.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -0.44% | 977.43%-977.9pp | 718.14%-718.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,070 | $3,068-32.5% | $2,800-26.1% | $4,779-56.7% |
| Participant deferral / active EE | $4,872 | $4,050+20.3% | $3,704+31.5% | $5,609-13.1% |
| Admin fee / account holder | $16,002 | $5,907+170.9% | $5,113+213.0% | $10,827+47.8% |