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 | $78,505 | $180,449-56.5% | $154,107-49.1% | $135,375-42.0% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -3.86% | 888.09%-891.9pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,353 | $6,035-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $3,279 | $5,806-43.5% | $5,081-35.5% | $5,609-41.5% |
| Admin fee / account holder | $3,103 | $16,143-80.8% | $13,411-76.9% | $10,827-71.3% |