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 | $207,485 | $60,124+245.1% | $90,404+129.5% | $79,858+159.8% |
| Participation rate | 15.4% | 65.0%-49.6pp | 72.7%-57.3pp | 69.6%-54.2pp |
| Annual return | 12.26% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,392 | $2,938-52.6% | $3,963-64.9% | $3,740-62.8% |
| Admin fee / account holder | $20,300 | $3,976+410.5% | $5,611+261.8% | $5,306+282.6% |