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 | $91,159 | $180,449-49.5% | $154,107-40.8% | $135,375-32.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -1.45% | 888.09%-889.5pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,678 | $6,035-72.2% | $5,298-68.3% | $4,779-64.9% |
| Participant deferral / active EE | $3,542 | $5,806-39.0% | $5,081-30.3% | $5,609-36.9% |
| Admin fee / account holder | $1,676 | $16,143-89.6% | $13,411-87.5% | $10,827-84.5% |