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 | $179,304 | $97,757+83.4% | $83,848+113.8% | $135,375+32.5% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -7.37% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,360 | $4,222-44.1% | $3,631-35.0% | $4,779-50.6% |
| Participant deferral / active EE | $7,604 | $4,682+62.4% | $4,082+86.3% | $5,609+35.6% |
| Admin fee / account holder | $16,737 | $6,674+150.8% | $5,478+205.5% | $10,827+54.6% |