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 | $19,275 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -5.62% | 944.92%-950.5pp | 701.18%-706.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,535 | $3,274-53.1% | $3,009-49.0% | $4,740-67.6% |
| Participant deferral / active EE | $2,541 | $4,802-47.1% | $4,395-42.2% | $6,400-60.3% |
| Admin fee / account holder | $570 | $5,983-90.5% | $5,329-89.3% | $11,426-95.0% |