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 | $75,292 | $197,825-61.9% | $155,790-51.7% | $125,391-40.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -2.60% | 86.74%-89.3pp | 71.54%-74.1pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,323 | $4,847-72.7% | $3,836-65.5% | $4,866-72.8% |
| Participant deferral / active EE | $4,757 | $5,630-15.5% | $4,797-0.8% | $5,352-11.1% |
| Admin fee / account holder | $3,767 | $9,545-60.5% | $7,478-49.6% | $9,540-60.5% |