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 | $48,050 | $180,449-73.4% | $154,107-68.8% | $135,375-64.5% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,168 | $6,035-64.1% | $5,298-59.1% | $4,779-54.6% |
| Participant deferral / active EE | $4,896 | $5,806-15.7% | $5,081-3.6% | $5,609-12.7% |
| Admin fee / account holder | $2,548 | $16,143-84.2% | $13,411-81.0% | $10,827-76.5% |