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 | $108,421 | $84,402+28.5% | $61,373+76.7% | $134,475-19.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -20.68% | 584.55%-605.2pp | 338.61%-359.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $635 | $1,544-58.9% | $1,159-45.3% | $4,740-86.6% |
| Participant deferral / active EE | $5,283 | $2,819+87.4% | $2,125+148.6% | $6,400-17.5% |
| Admin fee / account holder | $936 | $2,585-63.8% | $2,130-56.1% | $11,426-91.8% |