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 | $246,755 | $169,032+46.0% | $129,207+91.0% | $145,922+69.1% |
| Participation rate | 20.8% | 76.4%-55.6pp | 69.6%-48.8pp | 80.3%-59.4pp |
| Annual return | 24.27% | 14330.11%-14305.8pp | 9417.33%-9393.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $747 | $5,537-86.5% | $4,153-82.0% | $4,660-84.0% |
| Participant deferral / active EE | $1,578 | $4,987-68.4% | $4,168-62.1% | $6,688-76.4% |
| Admin fee / account holder | $40,286 | $9,954+304.7% | $7,715+422.2% | $13,397+200.7% |