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 | $64,923 | $138,044-53.0% | $125,339-48.2% | $134,475-51.7% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -20.65% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,194 | $5,243-39.1% | $4,814-33.7% | $4,740-32.6% |
| Participant deferral / active EE | $8,374 | $7,799+7.4% | $7,446+12.5% | $6,400+30.8% |
| Admin fee / account holder | $3,520 | $11,571-69.6% | $10,010-64.8% | $11,426-69.2% |