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 | $67,664 | $99,640-32.1% | $86,436-21.7% | $134,475-49.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -2.09% | 6782.58%-6784.7pp | 4394.89%-4397.0pp | 417.96%-420.0pp |
| Employer contribution / active EE | $1,099 | $4,400-75.0% | $3,769-70.8% | $4,740-76.8% |
| Participant deferral / active EE | $2,477 | $7,246-65.8% | $6,952-64.4% | $6,400-61.3% |
| Admin fee / account holder | $711 | $8,371-91.5% | $6,731-89.4% | $11,426-93.8% |