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 | $40,996 | $138,065-70.3% | $123,544-66.8% | $135,375-69.7% |
| Participation rate | 30.4% | 84.7%-54.3pp | 82.3%-51.9pp | 82.6%-52.2pp |
| Annual return | -5.42% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $968 | $5,151-81.2% | $4,628-79.1% | $4,779-79.7% |
| Participant deferral / active EE | $2,295 | $6,799-66.2% | $6,426-64.3% | $5,609-59.1% |
| Admin fee / account holder | $6,205 | $10,916-43.2% | $9,284-33.2% | $10,827-42.7% |