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 | $80,537 | $106,543-24.4% | $91,220-11.7% | $134,475-40.1% |
| Participation rate | 44.4% | 76.8%-32.4pp | 73.2%-28.8pp | 81.2%-36.8pp |
| Annual return | -20.59% | 160.60%-181.2pp | 114.01%-134.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,233 | $3,331-63.0% | $2,850-56.7% | $4,740-74.0% |
| Participant deferral / active EE | $4,936 | $4,719+4.6% | $4,234+16.6% | $6,400-22.9% |
| Admin fee / account holder | $977 | $6,231-84.3% | $5,420-82.0% | $11,426-91.4% |