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 | $174,787 | $106,543+64.1% | $91,220+91.6% | $134,475+30.0% |
| Participation rate | 54.5% | 76.8%-22.3pp | 73.2%-18.7pp | 81.2%-26.7pp |
| Annual return | -9.24% | 160.60%-169.8pp | 114.01%-123.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,995 | $3,331-10.1% | $2,850+5.1% | $4,740-36.8% |
| Participant deferral / active EE | $6,019 | $4,719+27.5% | $4,234+42.2% | $6,400-6.0% |
| Admin fee / account holder | $1,035 | $6,231-83.4% | $5,420-80.9% | $11,426-90.9% |