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 | $38,565 | $97,757-60.5% | $83,848-54.0% | $135,375-71.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -1.05% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,442 | $4,222-65.9% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $3,260 | $4,682-30.4% | $4,082-20.1% | $5,609-41.9% |
| Admin fee / account holder | $703 | $6,674-89.5% | $5,478-87.2% | $10,827-93.5% |