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 | $47,331 | $95,971-50.7% | $74,550-36.5% | $135,375-65.0% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -0.22% | 56.96%-57.2pp | 32.53%-32.8pp | 519.73%-520.0pp |
| Employer contribution / active EE | $560 | $2,716-79.4% | $1,961-71.4% | $4,779-88.3% |
| Participant deferral / active EE | $1,639 | $3,843-57.4% | $3,108-47.3% | $5,609-70.8% |
| Admin fee / account holder | $438 | $6,522-93.3% | $5,060-91.3% | $10,827-96.0% |