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 | $78,130 | $92,703-15.7% | $82,719-5.5% | $134,475-41.9% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | -11.10% | 944.92%-956.0pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,043 | $3,274-37.6% | $3,009-32.1% | $4,740-56.9% |
| Participant deferral / active EE | $6,164 | $4,802+28.4% | $4,395+40.2% | $6,400-3.7% |
| Admin fee / account holder | $880 | $5,983-85.3% | $5,329-83.5% | $11,426-92.3% |