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 | $77,423 | $180,449-57.1% | $154,107-49.8% | $135,375-42.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.66% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,521 | $6,035-41.7% | $5,298-33.5% | $4,779-26.3% |
| Participant deferral / active EE | $6,815 | $5,806+17.4% | $5,081+34.1% | $5,609+21.5% |
| Admin fee / account holder | $4,300 | $16,143-73.4% | $13,411-67.9% | $10,827-60.3% |