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 | $33,413 | $180,449-81.5% | $154,107-78.3% | $135,375-75.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.94% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,163 | $6,035-64.2% | $5,298-59.2% | $4,779-54.7% |
| Participant deferral / active EE | $5,073 | $5,806-12.6% | $5,081-0.1% | $5,609-9.6% |
| Admin fee / account holder | $423 | $16,143-97.4% | $13,411-96.8% | $10,827-96.1% |