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 | $109,808 | $97,757+12.3% | $83,848+31.0% | $135,375-18.9% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -2.08% | 1287.37%-1289.5pp | 850.88%-853.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,189 | $4,222-71.8% | $3,631-67.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,334 | $4,682-50.2% | $4,082-42.8% | $5,609-58.4% |
| Admin fee / account holder | $962 | $6,674-85.6% | $5,478-82.4% | $10,827-91.1% |