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 | $141,713 | $84,695+67.3% | $73,843+91.9% | $125,391+13.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.20% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,199 | $3,123-61.6% | $2,787-57.0% | $4,866-75.4% |
| Participant deferral / active EE | $4,839 | $3,992+21.2% | $3,583+35.0% | $5,352-9.6% |
| Admin fee / account holder | $8,049 | $5,691+41.4% | $4,880+64.9% | $9,540-15.6% |