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 | $170,580 | $109,817+55.3% | $98,442+73.3% | $167,490+1.8% |
| Participation rate | 43.5% | 75.8%-32.3pp | 73.3%-29.9pp | 82.1%-38.6pp |
| Annual return | 12.17% | 1956.69%-1944.5pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,663 | $3,224-48.4% | $2,960-43.8% | $4,837-65.6% |
| Participant deferral / active EE | $4,670 | $4,673-0.1% | $4,276+9.2% | $6,341-26.4% |
| Admin fee / account holder | $531 | $6,753-92.1% | $5,949-91.1% | $12,309-95.7% |