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 | $143,289 | $82,630+73.4% | $64,105+123.5% | $125,391+14.3% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -0.09% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $957 | $2,671-64.2% | $1,820-47.4% | $4,866-80.3% |
| Participant deferral / active EE | $2,951 | $3,608-18.2% | $2,822+4.6% | $5,352-44.9% |
| Admin fee / account holder | $313 | $6,382-95.1% | $4,499-93.0% | $9,540-96.7% |