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 3-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 | $7,392 | $96,305-92.3% | $80,569-90.8% | $139,434-94.7% |
| Participation rate | 68.4% | 73.6%-5.2pp | 67.0%+1.4pp | 80.3%-11.9pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,973 | $3,262-39.5% | $2,723-27.5% | $4,751-58.5% |
| Participant deferral / active EE | $4,549 | $5,232-13.0% | $4,447+2.3% | $6,710-32.2% |
| Admin fee / account holder | $597 | $6,599-90.9% | $5,377-88.9% | $11,403-94.8% |