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 | $130,762 | $135,635-3.6% | $110,238+18.6% | $135,375-3.4% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -4.23% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,376 | $4,906-51.6% | $3,826-37.9% | $4,779-50.3% |
| Participant deferral / active EE | $5,699 | $5,506+3.5% | $4,672+22.0% | $5,609+1.6% |
| Admin fee / account holder | $4,944 | $11,457-56.9% | $8,547-42.2% | $10,827-54.3% |