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 | $241,516 | $60,124+301.7% | $90,404+167.2% | $79,858+202.4% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 11.73% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,666 | $2,938+58.8% | $3,963+17.7% | $3,740+24.8% |
| Admin fee / account holder | $1,545 | $3,976-61.1% | $5,611-72.5% | $5,306-70.9% |