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 | $59,930 | $44,850+33.6% | $60,547-1.0% | $59,632+0.5% |
| Participation rate | 48.1% | 59.5%-11.4pp | 68.0%-19.9pp | 68.7%-20.6pp |
| Annual return | -1.95% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,340 | $1,462-8.3% | $2,419-44.6% | $2,203-39.2% |
| Participant deferral / active EE | $2,746 | $2,230+23.1% | $3,328-17.5% | $3,192-14.0% |
| Admin fee / account holder | $1,322 | $3,635-63.6% | $4,536-70.8% | $4,297-69.2% |