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 | $159,858 | $92,703+72.4% | $82,719+93.3% | $134,475+18.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -16.26% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,504 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $4,660 | $4,802-3.0% | $4,395+6.0% | $6,400-27.2% |
| Admin fee / account holder | $1,630 | $5,983-72.7% | $5,329-69.4% | $11,426-85.7% |