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 | $55,590 | $135,635-59.0% | $110,238-49.6% | $135,375-58.9% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -6.39% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,619 | $4,906-46.6% | $3,826-31.6% | $4,779-45.2% |
| Participant deferral / active EE | $8,247 | $5,506+49.8% | $4,672+76.5% | $5,609+47.0% |
| Admin fee / account holder | $421 | $11,457-96.3% | $8,547-95.1% | $10,827-96.1% |