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 | $105,338 | $92,703+13.6% | $82,719+27.3% | $134,475-21.7% |
| Participation rate | 54.2% | 75.2%-21.0pp | 72.6%-18.4pp | 81.2%-27.1pp |
| Annual return | -15.60% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,770 | $3,274-15.4% | $3,009-8.0% | $4,740-41.6% |
| Participant deferral / active EE | $6,508 | $4,802+35.5% | $4,395+48.1% | $6,400+1.7% |
| Admin fee / account holder | $15,961 | $5,983+166.8% | $5,329+199.5% | $11,426+39.7% |