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 | $69,354 | $95,971-27.7% | $74,550-7.0% | $135,375-48.8% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -0.40% | 56.96%-57.4pp | 32.53%-32.9pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,443 | $2,716-46.9% | $1,961-26.4% | $4,779-69.8% |
| Participant deferral / active EE | $6,059 | $3,843+57.6% | $3,108+94.9% | $5,609+8.0% |
| Admin fee / account holder | $1,586 | $6,522-75.7% | $5,060-68.7% | $10,827-85.4% |