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 | $81,688 | $97,757-16.4% | $83,848-2.6% | $135,375-39.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -5.26% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,051 | $4,222-75.1% | $3,631-71.1% | $4,779-78.0% |
| Participant deferral / active EE | $3,389 | $4,682-27.6% | $4,082-17.0% | $5,609-39.6% |
| Admin fee / account holder | $909 | $6,674-86.4% | $5,478-83.4% | $10,827-91.6% |