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 | $42,433 | $190,805-77.8% | $159,960-73.5% | $134,475-68.4% |
| Participation rate | 42.9% | 81.9%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -16.46% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,472 | $6,923-35.4% | $6,182-27.7% | $6,400-30.1% |
| Admin fee / account holder | $983 | $10,471-90.6% | $8,698-88.7% | $11,426-91.4% |