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 | $227,239 | $88,751+156.0% | $81,812+177.8% | $145,922+55.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 48.30% | 1025.40%-977.1pp | 773.79%-725.5pp | 561.29%-513.0pp |
| Employer contribution / active EE | $1,613 | $3,083-47.7% | $2,912-44.6% | $4,660-65.4% |
| Participant deferral / active EE | $5,299 | $4,643+14.1% | $4,319+22.7% | $6,688-20.8% |
| Admin fee / account holder | $24,570 | $8,415+192.0% | $7,386+232.7% | $13,397+83.4% |