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 7-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 | $102,516 | $92,703+10.6% | $82,719+23.9% | $134,475-23.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -11.40% | 944.92%-956.3pp | 701.18%-712.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,603 | $3,274-51.0% | $3,009-46.7% | $4,740-66.2% |
| Participant deferral / active EE | $6,865 | $4,802+43.0% | $4,395+56.2% | $6,400+7.3% |
| Admin fee / account holder | $1,032 | $5,983-82.7% | $5,329-80.6% | $11,426-91.0% |