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 | $25,006 | $99,640-74.9% | $86,436-71.1% | $134,475-81.4% |
| Participation rate | 54.2% | 82.0%-27.9pp | 80.3%-26.2pp | 81.2%-27.1pp |
| Annual return | -16.07% | 6782.58%-6798.6pp | 4394.89%-4411.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,777 | $7,246-34.1% | $6,952-31.3% | $6,400-25.4% |
| Admin fee / account holder | $945 | $8,371-88.7% | $6,731-86.0% | $11,426-91.7% |