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 | $39,151 | $97,757-60.0% | $83,848-53.3% | $135,375-71.1% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -9.34% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,376 | $4,222-67.4% | $3,631-62.1% | $4,779-71.2% |
| Participant deferral / active EE | $4,780 | $4,682+2.1% | $4,082+17.1% | $5,609-14.8% |
| Admin fee / account holder | $594 | $6,674-91.1% | $5,478-89.2% | $10,827-94.5% |