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 | $128,388 | $180,449-28.9% | $154,107-16.7% | $135,375-5.2% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -4.14% | 888.09%-892.2pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,158 | $6,035-64.2% | $5,298-59.3% | $4,779-54.8% |
| Participant deferral / active EE | $3,824 | $5,806-34.1% | $5,081-24.7% | $5,609-31.8% |
| Admin fee / account holder | $3,255 | $16,143-79.8% | $13,411-75.7% | $10,827-69.9% |