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 | $28,457 | $90,600-68.6% | $79,464-64.2% | $135,375-79.0% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 82.6%-29.7pp |
| Annual return | -7.51% | 977.43%-984.9pp | 718.14%-725.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $965 | $3,068-68.5% | $2,800-65.5% | $4,779-79.8% |
| Participant deferral / active EE | $1,973 | $4,050-51.3% | $3,704-46.7% | $5,609-64.8% |
| Admin fee / account holder | $1,482 | $5,907-74.9% | $5,113-71.0% | $10,827-86.3% |