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 | $102,616 | $92,703+10.7% | $82,719+24.1% | $134,475-23.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -12.12% | 944.92%-957.0pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,165 | $3,274-64.4% | $3,009-61.3% | $4,740-75.4% |
| Participant deferral / active EE | $8,824 | $4,802+83.8% | $4,395+100.8% | $6,400+37.9% |
| Admin fee / account holder | $997 | $5,983-83.3% | $5,329-81.3% | $11,426-91.3% |