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 | $54,491 | $56,199-3.0% | $67,652-19.5% | $59,632-8.6% |
| Participation rate | 29.6% | 71.5%-41.8pp | 75.7%-46.0pp | 68.7%-39.0pp |
| Annual return | -1.71% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $884 | $1,614-45.3% | $2,266-61.0% | $2,203-59.9% |
| Participant deferral / active EE | $1,433 | $2,844-49.6% | $3,560-59.7% | $3,192-55.1% |
| Admin fee / account holder | $3,853 | $3,958-2.7% | $4,821-20.1% | $4,297-10.3% |