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 | $107,472 | $138,065-22.2% | $123,544-13.0% | $135,375-20.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.13% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,553 | $5,151-69.9% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $3,075 | $6,799-54.8% | $6,426-52.1% | $5,609-45.2% |
| Admin fee / account holder | $12,775 | $10,916+17.0% | $9,284+37.6% | $10,827+18.0% |