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 | $79,001 | $95,971-17.7% | $74,550+6.0% | $135,375-41.6% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -8.70% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,396 | $2,716-48.6% | $1,961-28.8% | $4,779-70.8% |
| Participant deferral / active EE | $4,398 | $3,843+14.4% | $3,108+41.5% | $5,609-21.6% |
| Admin fee / account holder | $596 | $6,522-90.9% | $5,060-88.2% | $10,827-94.5% |