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 | $86,496 | $99,877-13.4% | $84,966+1.8% | $145,922-40.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 863.52% | 83.76%+779.8pp | 66.38%+797.1pp | 561.29%+302.2pp |
| Employer contribution / active EE | $12,837 | $3,231+297.3% | $2,727+370.7% | $4,660+175.5% |
| Participant deferral / active EE | $31,226 | $5,291+490.2% | $4,519+590.9% | $6,688+366.9% |
| Admin fee / account holder | $852 | $7,248-88.2% | $6,149-86.1% | $13,397-93.6% |