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 | $91,086 | $160,055-43.1% | $140,016-34.9% | $135,375-32.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -1.36% | 911.38%-912.7pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $5,688 | $6,420-11.4% | $5,606+1.5% | $4,779+19.0% |
| Participant deferral / active EE | $8,546 | $7,642+11.8% | $6,927+23.4% | $5,609+52.4% |
| Admin fee / account holder | $28,242 | $13,328+111.9% | $10,705+163.8% | $10,827+160.8% |