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 | $60,759 | $138,044-56.0% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -7.06% | 750.33%-757.4pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $2,271 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $8,526 | $7,799+9.3% | $7,446+14.5% | $6,400+33.2% |
| Admin fee / account holder | $756 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |