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 | $121,589 | $135,635-10.4% | $110,238+10.3% | $135,375-10.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -6.38% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $13,903 | $4,906+183.4% | $3,826+263.3% | $4,779+190.9% |
| Participant deferral / active EE | $10,667 | $5,506+93.7% | $4,672+128.3% | $5,609+90.2% |
| Admin fee / account holder | $683 | $11,457-94.0% | $8,547-92.0% | $10,827-93.7% |