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 | $144,882 | $109,817+31.9% | $98,442+47.2% | $167,490-13.5% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 14.32% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,245 | $3,224-61.4% | $2,960-57.9% | $4,837-74.3% |
| Participant deferral / active EE | $6,912 | $4,673+47.9% | $4,276+61.6% | $6,341+9.0% |
| Admin fee / account holder | $1,001 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |