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 | $108,713 | $97,757+11.2% | $83,848+29.7% | $135,375-19.7% |
| Participation rate | 60.9% | 80.0%-19.1pp | 76.1%-15.3pp | 82.6%-21.8pp |
| Annual return | -7.78% | 1287.37%-1295.1pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,202 | $4,222-47.8% | $3,631-39.4% | $4,779-53.9% |
| Participant deferral / active EE | $4,149 | $4,682-11.4% | $4,082+1.7% | $5,609-26.0% |
| Admin fee / account holder | $5,287 | $6,674-20.8% | $5,478-3.5% | $10,827-51.2% |