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 | $73,736 | $138,044-46.6% | $125,339-41.2% | $134,475-45.2% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -10.63% | 750.33%-761.0pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,309 | $5,243-56.0% | $4,814-52.0% | $4,740-51.3% |
| Participant deferral / active EE | $4,189 | $7,799-46.3% | $7,446-43.7% | $6,400-34.5% |
| Admin fee / account holder | $591 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |