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 | $152,591 | $97,757+56.1% | $83,848+82.0% | $135,375+12.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.57% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,456 | $4,222-18.1% | $3,631-4.8% | $4,779-27.7% |
| Participant deferral / active EE | $5,751 | $4,682+22.8% | $4,082+40.9% | $5,609+2.5% |
| Admin fee / account holder | $1,663 | $6,674-75.1% | $5,478-69.6% | $10,827-84.6% |