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 | $75,871 | $99,640-23.9% | $86,436-12.2% | $134,475-43.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -16.23% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,393 | $4,400+22.6% | $3,769+43.1% | $4,740+13.8% |
| Participant deferral / active EE | $5,963 | $7,246-17.7% | $6,952-14.2% | $6,400-6.8% |
| Admin fee / account holder | $1,026 | $8,371-87.7% | $6,731-84.8% | $11,426-91.0% |