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 | $142,216 | $135,635+4.9% | $110,238+29.0% | $135,375+5.1% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -7.22% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,016 | $4,906-38.5% | $3,826-21.2% | $4,779-36.9% |
| Participant deferral / active EE | $8,828 | $5,506+60.3% | $4,672+89.0% | $5,609+57.4% |
| Admin fee / account holder | $1,680 | $11,457-85.3% | $8,547-80.3% | $10,827-84.5% |