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 | $210,898 | $70,756+198.1% | $65,493+222.0% | $142,382+48.1% |
| Participation rate | 22.2% | 77.4%-55.2pp | 73.1%-50.9pp | 80.1%-57.9pp |
| Annual return | 17.29% | 1754.89%-1737.6pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $858 | $2,881-70.2% | $2,574-66.7% | $4,299-80.1% |
| Participant deferral / active EE | $857 | $4,637-81.5% | $3,961-78.4% | $6,507-86.8% |
| Admin fee / account holder | $5,208 | $6,559-20.6% | $5,028+3.6% | $12,624-58.7% |