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 9-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 | $99,692 | $106,543-6.4% | $91,220+9.3% | $134,475-25.9% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.62% | 160.60%-180.2pp | 114.01%-133.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,508 | $3,331-24.7% | $2,850-12.0% | $4,740-47.1% |
| Participant deferral / active EE | $16,885 | $4,719+257.8% | $4,234+298.8% | $6,400+163.8% |
| Admin fee / account holder | $1,274 | $6,231-79.6% | $5,420-76.5% | $11,426-88.8% |