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 | $74,467 | $95,971-22.4% | $74,550-0.1% | $135,375-45.0% |
| Participation rate | 56.5% | 75.7%-19.1pp | 69.1%-12.6pp | 82.6%-26.1pp |
| Annual return | -8.25% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $439 | $2,716-83.8% | $1,961-77.6% | $4,779-90.8% |
| Participant deferral / active EE | $2,506 | $3,843-34.8% | $3,108-19.4% | $5,609-55.3% |
| Admin fee / account holder | $426 | $6,522-93.5% | $5,060-91.6% | $10,827-96.1% |