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 | $66,191 | $56,199+17.8% | $67,652-2.2% | $59,632+11.0% |
| Participation rate | 42.7% | 71.5%-28.8pp | 75.7%-33.0pp | 68.7%-26.0pp |
| Annual return | -1.26% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,103 | $1,614-31.7% | $2,266-51.3% | $2,203-49.9% |
| Participant deferral / active EE | $1,839 | $2,844-35.3% | $3,560-48.3% | $3,192-42.4% |
| Admin fee / account holder | $4,289 | $3,958+8.4% | $4,821-11.0% | $4,297-0.2% |