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 | $104,162 | $180,449-42.3% | $154,107-32.4% | $135,375-23.1% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -2.57% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,206 | $6,035-63.4% | $5,298-58.4% | $4,779-53.8% |
| Participant deferral / active EE | $4,900 | $5,806-15.6% | $5,081-3.6% | $5,609-12.6% |
| Admin fee / account holder | $838 | $16,143-94.8% | $13,411-93.8% | $10,827-92.3% |