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 | $144,912 | $190,805-24.1% | $159,960-9.4% | $134,475+7.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.76% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $913 | $4,995-81.7% | $4,226-78.4% | $4,740-80.7% |
| Participant deferral / active EE | $4,264 | $6,923-38.4% | $6,182-31.0% | $6,400-33.4% |
| Admin fee / account holder | $3,528 | $10,471-66.3% | $8,698-59.4% | $11,426-69.1% |