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 | $75,402 | $135,635-44.4% | $110,238-31.6% | $135,375-44.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -7.50% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,145 | $4,906-76.7% | $3,826-70.1% | $4,779-76.0% |
| Participant deferral / active EE | $5,836 | $5,506+6.0% | $4,672+24.9% | $5,609+4.1% |
| Admin fee / account holder | $12,482 | $11,457+8.9% | $8,547+46.0% | $10,827+15.3% |