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 6-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 | $226,403 | $138,044+64.0% | $125,339+80.6% | $134,475+68.4% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -9.82% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $7,922 | $5,243+51.1% | $4,814+64.6% | $4,740+67.1% |
| Participant deferral / active EE | $6,920 | $7,799-11.3% | $7,446-7.1% | $6,400+8.1% |
| Admin fee / account holder | $1,220 | $11,571-89.5% | $10,010-87.8% | $11,426-89.3% |