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 | $116,837 | $90,600+29.0% | $79,464+47.0% | $135,375-13.7% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 82.6%-21.5pp |
| Annual return | -6.80% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $353 | $3,068-88.5% | $2,800-87.4% | $4,779-92.6% |
| Participant deferral / active EE | $2,147 | $4,050-47.0% | $3,704-42.0% | $5,609-61.7% |
| Admin fee / account holder | $6,673 | $5,907+13.0% | $5,113+30.5% | $10,827-38.4% |