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 | $136,969 | $99,640+37.5% | $86,436+58.5% | $134,475+1.9% |
| Participation rate | 68.4% | 82.0%-13.6pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -17.37% | 6782.58%-6799.9pp | 4394.89%-4412.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $711 | $4,400-83.8% | $3,769-81.1% | $4,740-85.0% |
| Participant deferral / active EE | $7,203 | $7,246-0.6% | $6,952+3.6% | $6,400+12.6% |
| Admin fee / account holder | $397 | $8,371-95.3% | $6,731-94.1% | $11,426-96.5% |