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 | $99,262 | $92,703+7.1% | $82,719+20.0% | $134,475-26.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -14.00% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,323 | $3,274-29.0% | $3,009-22.8% | $4,740-51.0% |
| Participant deferral / active EE | $3,385 | $4,802-29.5% | $4,395-23.0% | $6,400-47.1% |
| Admin fee / account holder | $6,919 | $5,983+15.7% | $5,329+29.8% | $11,426-39.4% |