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 | $29,541 | $97,757-69.8% | $83,848-64.8% | $135,375-78.2% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -2.02% | 1287.37%-1289.4pp | 850.88%-852.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,155 | $4,222-48.9% | $3,631-40.6% | $4,779-54.9% |
| Participant deferral / active EE | $4,889 | $4,682+4.4% | $4,082+19.8% | $5,609-12.8% |
| Admin fee / account holder | $2,487 | $6,674-62.7% | $5,478-54.6% | $10,827-77.0% |