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 | $112,832 | $95,971+17.6% | $74,550+51.4% | $135,375-16.7% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -4.37% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $385 | $2,716-85.8% | $1,961-80.4% | $4,779-92.0% |
| Participant deferral / active EE | $1,454 | $3,843-62.2% | $3,108-53.2% | $5,609-74.1% |
| Admin fee / account holder | $2,187 | $6,522-66.5% | $5,060-56.8% | $10,827-79.8% |