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 8-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 | $87,358 | $100,773-13.3% | $88,946-1.8% | $142,382-38.6% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 50.40% | 70.18%-19.8pp | 57.82%-7.4pp | 217.08%-166.7pp |
| Employer contribution / active EE | $9,579 | $2,918+228.3% | $2,555+274.9% | $4,299+122.8% |
| Participant deferral / active EE | $20,031 | $5,230+283.0% | $4,581+337.2% | $6,507+207.8% |
| Admin fee / account holder | $348 | $9,693-96.4% | $8,261-95.8% | $12,624-97.2% |