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 | $67,601 | $84,695-20.2% | $73,843-8.5% | $125,391-46.1% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -0.07% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,761 | $3,123-43.6% | $2,787-36.8% | $4,866-63.8% |
| Participant deferral / active EE | $3,251 | $3,992-18.6% | $3,583-9.3% | $5,352-39.3% |
| Admin fee / account holder | $5,366 | $5,691-5.7% | $4,880+10.0% | $9,540-43.8% |