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 8-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 | $36,894 | $112,881-67.3% | $90,951-59.4% | $158,922-76.8% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 14.81% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,142 | $2,893+146.9% | $2,122+236.6% | $4,761+50.0% |
| Participant deferral / active EE | $3,587 | $4,128-13.1% | $3,373+6.4% | $5,982-40.0% |
| Admin fee / account holder | $2,219 | $8,041-72.4% | $5,959-62.8% | $11,246-80.3% |