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 | $133,215 | $92,703+43.7% | $82,719+61.0% | $134,475-0.9% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 81.2%-36.2pp |
| Annual return | -7.66% | 944.92%-952.6pp | 701.18%-708.8pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,004 | $3,274-69.3% | $3,009-66.6% | $4,740-78.8% |
| Participant deferral / active EE | $5,295 | $4,802+10.3% | $4,395+20.5% | $6,400-17.3% |
| Admin fee / account holder | $6,730 | $5,983+12.5% | $5,329+26.3% | $11,426-41.1% |