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 | $58,355 | $34,934+67.0% | $56,411+3.4% | $74,495-21.7% |
| Participation rate | 32.8% | 32.8%-0.1pp | 52.5%-19.7pp | 67.2%-34.4pp |
| Annual return | 363.77% | 25.94%+337.8pp | 1701.33%-1337.6pp | 1364.94%-1001.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,650 | $1,170+40.9% | $1,952-15.5% | $4,346-62.0% |
| Admin fee / account holder | $3,913 | $2,364+65.6% | $2,829+38.3% | $1,942+101.5% |