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 | $119,888 | $160,055-25.1% | $140,016-14.4% | $135,375-11.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.30% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,666 | $6,420-58.5% | $5,606-52.4% | $4,779-44.2% |
| Participant deferral / active EE | $5,913 | $7,642-22.6% | $6,927-14.6% | $5,609+5.4% |
| Admin fee / account holder | $3,690 | $13,328-72.3% | $10,705-65.5% | $10,827-65.9% |