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 | $67,276 | $56,199+19.7% | $67,652-0.6% | $59,632+12.8% |
| Participation rate | 66.1% | 71.5%-5.3pp | 75.7%-9.5pp | 68.7%-2.5pp |
| Annual return | -1.78% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,407 | $1,614+49.1% | $2,266+6.2% | $2,203+9.3% |
| Participant deferral / active EE | $4,497 | $2,844+58.2% | $3,560+26.3% | $3,192+40.9% |
| Admin fee / account holder | $2,079 | $3,958-47.5% | $4,821-56.9% | $4,297-51.6% |