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 | $249,020 | $138,065+80.4% | $123,544+101.6% | $135,375+83.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -2.05% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,578 | $5,151-69.4% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $4,104 | $6,799-39.6% | $6,426-36.1% | $5,609-26.8% |
| Admin fee / account holder | $2,125 | $10,916-80.5% | $9,284-77.1% | $10,827-80.4% |