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 | $45,975 | $39,798+15.5% | $67,711-32.1% | $59,632-22.9% |
| Participation rate | 69.4% | 57.4%+12.1pp | 67.5%+1.9pp | 68.7%+0.8pp |
| Annual return | -2.66% | 89.94%-92.6pp | 25.41%-28.1pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $3,259 | $1,393+133.9% | $2,559+27.3% | $2,203+47.9% |
| Participant deferral / active EE | $3,642 | $2,335+56.0% | $3,585+1.6% | $3,192+14.1% |
| Admin fee / account holder | $2,738 | $3,212-14.8% | $4,255-35.7% | $4,297-36.3% |