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 | $34,922 | $56,199-37.9% | $67,652-48.4% | $59,632-41.4% |
| Participation rate | 57.9% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | -0.67% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,610 | $1,614-0.3% | $2,266-28.9% | $2,203-26.9% |
| Participant deferral / active EE | $2,398 | $2,844-15.7% | $3,560-32.6% | $3,192-24.9% |
| Admin fee / account holder | $5,071 | $3,958+28.1% | $4,821+5.2% | $4,297+18.0% |