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 | $224,564 | $156,846+43.2% | $121,098+85.4% | $139,434+61.1% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 33.44% | 1474.56%-1441.1pp | 985.75%-952.3pp | 372.94%-339.5pp |
| Employer contribution / active EE | $834 | $5,536-84.9% | $4,164-80.0% | $4,751-82.4% |
| Participant deferral / active EE | $1,838 | $4,844-62.1% | $4,080-55.0% | $6,710-72.6% |
| Admin fee / account holder | $10,000 | $6,946+44.0% | $5,644+77.2% | $11,403-12.3% |