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 | $37,738 | $90,600-58.3% | $79,464-52.5% | $135,375-72.1% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -6.38% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,077 | $3,068-64.9% | $2,800-61.5% | $4,779-77.5% |
| Participant deferral / active EE | $4,488 | $4,050+10.8% | $3,704+21.2% | $5,609-20.0% |
| Admin fee / account holder | $3,990 | $5,907-32.5% | $5,113-22.0% | $10,827-63.1% |