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 | $62,197 | $138,065-55.0% | $123,544-49.7% | $135,375-54.1% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -8.63% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,727 | $5,151-47.1% | $4,628-41.1% | $4,779-42.9% |
| Participant deferral / active EE | $7,687 | $6,799+13.1% | $6,426+19.6% | $5,609+37.1% |
| Admin fee / account holder | $728 | $10,916-93.3% | $9,284-92.2% | $10,827-93.3% |