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 | $244,213 | $99,652+145.1% | $78,778+210.0% | $147,584+65.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 26795.42% | 47.28%+26748.1pp | 35.62%+26759.8pp | 578.55%+26216.9pp |
| Employer contribution / active EE | $1,254 | $2,796-55.1% | $1,986-36.9% | $4,876-74.3% |
| Participant deferral / active EE | $3,835 | $3,664+4.7% | $2,958+29.6% | $5,439-29.5% |
| Admin fee / account holder | $1,665 | $7,155-76.7% | $5,134-67.6% | $10,885-84.7% |