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 | $91,420 | $84,695+7.9% | $73,843+23.8% | $125,391-27.1% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | 0.02% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,854 | $3,123-40.6% | $2,787-33.5% | $4,866-61.9% |
| Participant deferral / active EE | $4,336 | $3,992+8.6% | $3,583+21.0% | $5,352-19.0% |
| Admin fee / account holder | $812 | $5,691-85.7% | $4,880-83.4% | $9,540-91.5% |