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 | $103,596 | $92,703+11.8% | $82,719+25.2% | $134,475-23.0% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -3.00% | 944.92%-947.9pp | 701.18%-704.2pp | 417.96%-421.0pp |
| Employer contribution / active EE | $1,140 | $3,274-65.2% | $3,009-62.1% | $4,740-76.0% |
| Participant deferral / active EE | $3,810 | $4,802-20.7% | $4,395-13.3% | $6,400-40.5% |
| Admin fee / account holder | $768 | $5,983-87.2% | $5,329-85.6% | $11,426-93.3% |