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 | $29,333 | $82,630-64.5% | $64,105-54.2% | $125,391-76.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.78% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,286 | $2,671-51.9% | $1,820-29.4% | $4,866-73.6% |
| Participant deferral / active EE | $2,070 | $3,608-42.6% | $2,822-26.6% | $5,352-61.3% |
| Admin fee / account holder | $412 | $6,382-93.5% | $4,499-90.8% | $9,540-95.7% |