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 | $137,217 | $97,757+40.4% | $83,848+63.6% | $135,375+1.4% |
| Participation rate | 18.2% | 80.0%-61.8pp | 76.1%-58.0pp | 82.6%-64.5pp |
| Annual return | -8.64% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $698 | $4,222-83.5% | $3,631-80.8% | $4,779-85.4% |
| Participant deferral / active EE | $1,700 | $4,682-63.7% | $4,082-58.3% | $5,609-69.7% |
| Admin fee / account holder | $1,280 | $6,674-80.8% | $5,478-76.6% | $10,827-88.2% |