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 | $139,351 | $97,757+42.5% | $83,848+66.2% | $135,375+2.9% |
| Participation rate | 60.9% | 80.0%-19.1pp | 76.1%-15.3pp | 82.6%-21.8pp |
| Annual return | -7.01% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,236 | $4,222-47.0% | $3,631-38.4% | $4,779-53.2% |
| Participant deferral / active EE | $4,464 | $4,682-4.7% | $4,082+9.4% | $5,609-20.4% |
| Admin fee / account holder | $1,740 | $6,674-73.9% | $5,478-68.2% | $10,827-83.9% |