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 | $138,035 | $169,032-18.3% | $129,207+6.8% | $145,922-5.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 11.53% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,726 | $5,537+21.5% | $4,153+61.9% | $4,660+44.3% |
| Participant deferral / active EE | $8,403 | $4,987+68.5% | $4,168+101.6% | $6,688+25.6% |
| Admin fee / account holder | $32,881 | $9,954+230.3% | $7,715+326.2% | $13,397+145.4% |