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 5-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 | $31,550 | $190,805-83.5% | $159,960-80.3% | $134,475-76.5% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -20.10% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,626 | $4,995-67.5% | $4,226-61.5% | $4,740-65.7% |
| Participant deferral / active EE | $6,382 | $6,923-7.8% | $6,182+3.2% | $6,400-0.3% |
| Admin fee / account holder | $582 | $10,471-94.4% | $8,698-93.3% | $11,426-94.9% |