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 | $117,496 | $99,640+17.9% | $86,436+35.9% | $134,475-12.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.00% | 6782.58%-6797.6pp | 4394.89%-4409.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,111 | $4,400-29.3% | $3,769-17.4% | $4,740-34.4% |
| Participant deferral / active EE | $5,981 | $7,246-17.5% | $6,952-14.0% | $6,400-6.5% |
| Admin fee / account holder | $429 | $8,371-94.9% | $6,731-93.6% | $11,426-96.2% |