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 | $54,691 | $135,635-59.7% | $110,238-50.4% | $135,375-59.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -5.49% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,543 | $4,906-68.6% | $3,826-59.7% | $4,779-67.7% |
| Participant deferral / active EE | $2,366 | $5,506-57.0% | $4,672-49.4% | $5,609-57.8% |
| Admin fee / account holder | $326 | $11,457-97.2% | $8,547-96.2% | $10,827-97.0% |