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 | $193,997 | $104,486+85.7% | $76,817+152.5% | $152,861+26.9% |
| Participation rate | 62.5% | 76.6%-14.1pp | 72.1%-9.6pp | 82.4%-19.9pp |
| Annual return | 19.48% | 1013.37%-993.9pp | 1166.11%-1146.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,674 | $3,116-46.3% | $2,302-27.3% | $4,762-64.9% |
| Participant deferral / active EE | $4,853 | $4,236+14.6% | $3,336+45.5% | $5,850-17.0% |
| Admin fee / account holder | $9,789 | $12,275-20.3% | $6,420+52.5% | $11,596-15.6% |