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 | $121,746 | $135,635-10.2% | $110,238+10.4% | $135,375-10.1% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -3.68% | 513.19%-516.9pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,138 | $4,906-36.0% | $3,826-18.0% | $4,779-34.3% |
| Participant deferral / active EE | $6,808 | $5,506+23.6% | $4,672+45.7% | $5,609+21.4% |
| Admin fee / account holder | $4,850 | $11,457-57.7% | $8,547-43.3% | $10,827-55.2% |