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 | $34,661 | $99,640-65.2% | $86,436-59.9% | $134,475-74.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.00% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,332 | $4,400-1.6% | $3,769+15.0% | $4,740-8.6% |
| Participant deferral / active EE | $7,445 | $7,246+2.7% | $6,952+7.1% | $6,400+16.3% |
| Admin fee / account holder | $1,391 | $8,371-83.4% | $6,731-79.3% | $11,426-87.8% |