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 | $63,379 | $138,044-54.1% | $125,339-49.4% | $134,475-52.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -9.20% | 750.33%-759.5pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,908 | $5,243-63.6% | $4,814-60.4% | $4,740-59.8% |
| Participant deferral / active EE | $6,226 | $7,799-20.2% | $7,446-16.4% | $6,400-2.7% |
| Admin fee / account holder | $4,064 | $11,571-64.9% | $10,010-59.4% | $11,426-64.4% |