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 | $114,354 | $109,817+4.1% | $98,442+16.2% | $167,490-31.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 10.57% | 1956.69%-1946.1pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,272 | $3,224+1.5% | $2,960+10.6% | $4,837-32.4% |
| Participant deferral / active EE | $7,828 | $4,673+67.5% | $4,276+83.1% | $6,341+23.4% |
| Admin fee / account holder | $36,361 | $6,753+438.5% | $5,949+511.2% | $12,309+195.4% |