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 | $117,894 | $97,757+20.6% | $83,848+40.6% | $135,375-12.9% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -9.10% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,786 | $4,222-34.0% | $3,631-23.3% | $4,779-41.7% |
| Participant deferral / active EE | $6,170 | $4,682+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $1,986 | $6,674-70.2% | $5,478-63.7% | $10,827-81.7% |