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 | $220,692 | $100,852+118.8% | $90,404+144.1% | $158,922+38.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 24.72% | 1724.20%-1699.5pp | 1293.02%-1268.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $14,182 | $3,689+284.5% | $3,262+334.8% | $4,761+197.9% |
| Participant deferral / active EE | $10,686 | $4,348+145.8% | $3,963+169.6% | $5,982+78.6% |
| Admin fee / account holder | $8,903 | $6,501+36.9% | $5,611+58.7% | $11,246-20.8% |