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 | $187,315 | $76,738+144.1% | $56,411+232.1% | $145,922+28.4% |
| Participation rate | 30.8% | 63.2%-32.4pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 21.67% | 2994.23%-2972.6pp | 1701.33%-1679.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $176 | $1,380-87.2% | $1,039-83.0% | $4,660-96.2% |
| Participant deferral / active EE | $257 | $2,623-90.2% | $1,952-86.8% | $6,688-96.2% |
| Admin fee / account holder | $58,403 | $3,334+1651.9% | $2,829+1964.6% | $13,397+335.9% |