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 | $59,598 | $104,106-42.8% | $71,086-16.2% | $135,375-56.0% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | -3.91% | 1256.30%-1260.2pp | 650.59%-654.5pp | 519.73%-523.6pp |
| Employer contribution / active EE | $378 | $1,485-74.5% | $1,088-65.2% | $4,779-92.1% |
| Participant deferral / active EE | $1,293 | $2,527-48.8% | $1,874-31.0% | $5,609-76.9% |
| Admin fee / account holder | $6,304 | $4,142+52.2% | $3,082+104.5% | $10,827-41.8% |