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 | $52,085 | $180,449-71.1% | $154,107-66.2% | $135,375-61.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.58% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,966 | $6,035-67.4% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $6,044 | $5,806+4.1% | $5,081+19.0% | $5,609+7.8% |
| Admin fee / account holder | $2,392 | $16,143-85.2% | $13,411-82.2% | $10,827-77.9% |