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 | $48,570 | $84,695-42.7% | $73,843-34.2% | $125,391-61.3% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.4%-8.4pp | 83.2%-18.2pp |
| Annual return | -3.56% | 3123.53%-3127.1pp | 2267.84%-2271.4pp | 282.22%-285.8pp |
| Employer contribution / active EE | $723 | $3,123-76.9% | $2,787-74.1% | $4,866-85.1% |
| Participant deferral / active EE | $3,983 | $3,992-0.2% | $3,583+11.2% | $5,352-25.6% |
| Admin fee / account holder | $653 | $5,691-88.5% | $4,880-86.6% | $9,540-93.2% |