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 | $63,354 | $176,662-64.1% | $130,648-51.5% | $152,861-58.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 23.28% | 2692.24%-2669.0pp | 1708.96%-1685.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,517 | $5,742-73.6% | $4,092-62.9% | $4,762-68.1% |
| Participant deferral / active EE | $6,800 | $4,361+55.9% | $3,603+88.7% | $5,850+16.2% |
| Admin fee / account holder | $320 | $7,133-95.5% | $5,464-94.1% | $11,596-97.2% |