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 | $86,988 | $97,757-11.0% | $83,848+3.7% | $135,375-35.7% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -5.81% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.6% | $4,779-70.1% |
| Participant deferral / active EE | $2,693 | $4,682-42.5% | $4,082-34.0% | $5,609-52.0% |
| Admin fee / account holder | $8,355 | $6,674+25.2% | $5,478+52.5% | $10,827-22.8% |