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 | $27,118 | $56,199-51.7% | $67,652-59.9% | $59,632-54.5% |
| Participation rate | 53.8% | 71.5%-17.6pp | 75.7%-21.8pp | 68.7%-14.8pp |
| Annual return | -1.54% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,437 | $1,614+50.9% | $2,266+7.6% | $2,203+10.6% |
| Participant deferral / active EE | $4,300 | $2,844+51.2% | $3,560+20.8% | $3,192+34.7% |
| Admin fee / account holder | $528 | $3,958-86.7% | $4,821-89.0% | $4,297-87.7% |