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 | $169,185 | $97,757+73.1% | $83,848+101.8% | $135,375+25.0% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -6.38% | 1287.37%-1293.7pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,863 | $4,222-8.5% | $3,631+6.4% | $4,779-19.2% |
| Participant deferral / active EE | $3,403 | $4,682-27.3% | $4,082-16.6% | $5,609-39.3% |
| Admin fee / account holder | $1,704 | $6,674-74.5% | $5,478-68.9% | $10,827-84.3% |