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 | $60,508 | $56,199+7.7% | $67,652-10.6% | $59,632+1.5% |
| Participation rate | 64.8% | 71.5%-6.7pp | 75.7%-10.8pp | 68.7%-3.9pp |
| Annual return | -1.47% | 18505.31%-18506.8pp | 6625.04%-6626.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $909 | $1,614-43.7% | $2,266-59.9% | $2,203-58.7% |
| Participant deferral / active EE | $4,062 | $2,844+42.8% | $3,560+14.1% | $3,192+27.3% |
| Admin fee / account holder | $8,631 | $3,958+118.0% | $4,821+79.0% | $4,297+100.9% |