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 7-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 | $130,522 | $190,805-31.6% | $159,960-18.4% | $134,475-2.9% |
| Participation rate | 64.3% | 81.9%-17.6pp | 78.0%-13.7pp | 81.2%-16.9pp |
| Annual return | -18.43% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,294 | $4,995-14.0% | $4,226+1.6% | $4,740-9.4% |
| Participant deferral / active EE | $5,416 | $6,923-21.8% | $6,182-12.4% | $6,400-15.4% |
| Admin fee / account holder | $9,352 | $10,471-10.7% | $8,698+7.5% | $11,426-18.1% |