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 | $108,671 | $104,486+4.0% | $76,817+41.5% | $152,861-28.9% |
| Participation rate | 42.9% | 76.6%-33.7pp | 72.1%-29.2pp | 82.4%-39.6pp |
| Annual return | 14.34% | 1013.37%-999.0pp | 1166.11%-1151.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,491 | $3,116-52.2% | $2,302-35.2% | $4,762-68.7% |
| Participant deferral / active EE | $3,412 | $4,236-19.4% | $3,336+2.3% | $5,850-41.7% |
| Admin fee / account holder | $799 | $12,275-93.5% | $6,420-87.6% | $11,596-93.1% |