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 | $233,954 | $96,305+142.9% | $80,569+190.4% | $139,434+67.8% |
| Participation rate | 46.7% | 73.6%-27.0pp | 67.0%-20.3pp | 80.3%-33.7pp |
| Annual return | 19.57% | 1350.08%-1330.5pp | 935.43%-915.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,890 | $3,262-42.1% | $2,723-30.6% | $4,751-60.2% |
| Participant deferral / active EE | $6,317 | $5,232+20.7% | $4,447+42.0% | $6,710-5.9% |
| Admin fee / account holder | $1,041 | $6,599-84.2% | $5,377-80.6% | $11,403-90.9% |