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 | $93,107 | $97,757-4.8% | $83,848+11.0% | $135,375-31.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -4.75% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,399 | $4,222-19.5% | $3,631-6.4% | $4,779-28.9% |
| Participant deferral / active EE | $4,474 | $4,682-4.4% | $4,082+9.6% | $5,609-20.2% |
| Admin fee / account holder | $5,349 | $6,674-19.9% | $5,478-2.4% | $10,827-50.6% |