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 | $17,363 | $97,757-82.2% | $83,848-79.3% | $135,375-87.2% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,263 | $4,222-70.1% | $3,631-65.2% | $4,779-73.6% |
| Participant deferral / active EE | $2,100 | $4,682-55.2% | $4,082-48.6% | $5,609-62.6% |
| Admin fee / account holder | $1,631 | $6,674-75.6% | $5,478-70.2% | $10,827-84.9% |