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 | $181,709 | $72,396+151.0% | $67,511+169.2% | $145,959+24.5% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 14.28% | 7194.07%-7179.8pp | 3517.41%-3503.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,090 | $3,071-64.5% | $2,733-60.1% | $4,661-76.6% |
| Participant deferral / active EE | $1,090 | $4,781-77.2% | $4,000-72.7% | $6,689-83.7% |
| Admin fee / account holder | $4,520 | $5,538-18.4% | $3,999+13.0% | $13,398-66.3% |