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 | $67,529 | $56,199+20.2% | $67,652-0.2% | $59,632+13.2% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | -0.20% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $920 | $1,614-43.0% | $2,266-59.4% | $2,203-58.2% |
| Participant deferral / active EE | $2,822 | $2,844-0.8% | $3,560-20.7% | $3,192-11.6% |
| Admin fee / account holder | $1,811 | $3,958-54.3% | $4,821-62.4% | $4,297-57.9% |