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 | $117,097 | $84,402+38.7% | $61,373+90.8% | $134,475-12.9% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -12.63% | 584.55%-597.2pp | 338.61%-351.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,238 | $1,544-19.9% | $1,159+6.7% | $4,740-73.9% |
| Participant deferral / active EE | $4,162 | $2,819+47.6% | $2,125+95.9% | $6,400-35.0% |
| Admin fee / account holder | $1,043 | $2,585-59.7% | $2,130-51.0% | $11,426-90.9% |