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 | $63,654 | $92,703-31.3% | $82,719-23.0% | $134,475-52.7% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -15.75% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $471 | $3,274-85.6% | $3,009-84.4% | $4,740-90.1% |
| Participant deferral / active EE | $2,270 | $4,802-52.7% | $4,395-48.3% | $6,400-64.5% |
| Admin fee / account holder | $1,553 | $5,983-74.0% | $5,329-70.9% | $11,426-86.4% |