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 | $175,698 | $138,044+27.3% | $125,339+40.2% | $134,475+30.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.85% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $37,303 | $5,243+611.4% | $4,814+674.9% | $4,740+687.0% |
| Participant deferral / active EE | $23,750 | $7,799+204.5% | $7,446+218.9% | $6,400+271.1% |
| Admin fee / account holder | $517 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |