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 | $93,622 | $104,106-10.1% | $71,086+31.7% | $135,375-30.8% |
| Participation rate | 21.7% | 65.7%-43.9pp | 54.7%-32.9pp | 82.6%-60.9pp |
| Annual return | -8.63% | 1256.30%-1264.9pp | 650.59%-659.2pp | 519.73%-528.4pp |
| Employer contribution / active EE | $504 | $1,485-66.1% | $1,088-53.7% | $4,779-89.5% |
| Participant deferral / active EE | $2,535 | $2,527+0.3% | $1,874+35.2% | $5,609-54.8% |
| Admin fee / account holder | $914 | $4,142-77.9% | $3,082-70.3% | $10,827-91.6% |