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 | $95,270 | $56,199+69.5% | $67,652+40.8% | $59,632+59.8% |
| Participation rate | 64.5% | 71.5%-7.0pp | 75.7%-11.1pp | 68.7%-4.2pp |
| Annual return | -0.70% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,858 | $1,614+77.0% | $2,266+26.1% | $2,203+29.7% |
| Participant deferral / active EE | $4,175 | $2,844+46.8% | $3,560+17.3% | $3,192+30.8% |
| Admin fee / account holder | $700 | $3,958-82.3% | $4,821-85.5% | $4,297-83.7% |