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 | $213,408 | $138,044+54.6% | $125,339+70.3% | $134,475+58.7% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -20.20% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,181 | $5,243-20.3% | $4,814-13.1% | $4,740-11.8% |
| Participant deferral / active EE | $7,997 | $7,799+2.5% | $7,446+7.4% | $6,400+25.0% |
| Admin fee / account holder | $4,580 | $11,571-60.4% | $10,010-54.2% | $11,426-59.9% |