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 | $28,373 | $138,065-79.4% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -3.18% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,058 | $5,151-79.5% | $4,628-77.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,695 | $6,799-60.4% | $6,426-58.1% | $5,609-51.9% |
| Admin fee / account holder | $606 | $10,916-94.4% | $9,284-93.5% | $10,827-94.4% |