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 9-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 | $116,078 | $84,695+37.1% | $73,843+57.2% | $125,391-7.4% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | -0.14% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,735 | $3,992-56.5% | $3,583-51.6% | $5,352-67.6% |
| Admin fee / account holder | $620 | $5,691-89.1% | $4,880-87.3% | $9,540-93.5% |