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 | $142,686 | $180,449-20.9% | $154,107-7.4% | $135,375+5.4% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -5.76% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,480 | $6,035-25.8% | $5,298-15.4% | $4,779-6.3% |
| Participant deferral / active EE | $6,372 | $5,806+9.7% | $5,081+25.4% | $5,609+13.6% |
| Admin fee / account holder | $1,412 | $16,143-91.3% | $13,411-89.5% | $10,827-87.0% |