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 | $157,637 | $104,486+50.9% | $76,817+105.2% | $152,861+3.1% |
| Participation rate | 61.1% | 76.6%-15.5pp | 72.1%-11.0pp | 82.4%-21.3pp |
| Annual return | 19.49% | 1013.37%-993.9pp | 1166.11%-1146.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,217 | $4,236+46.8% | $3,336+86.4% | $5,850+6.3% |
| Admin fee / account holder | $437 | $12,275-96.4% | $6,420-93.2% | $11,596-96.2% |