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 | $214,341 | $102,604+108.9% | $86,188+148.7% | $139,434+53.7% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 10.76% | 1922.51%-1911.8pp | 1168.45%-1157.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,478 | $3,032-51.2% | $2,380-37.9% | $4,751-68.9% |
| Participant deferral / active EE | $4,847 | $4,676+3.7% | $3,985+21.6% | $6,710-27.8% |
| Admin fee / account holder | $3,599 | $8,657-58.4% | $6,852-47.5% | $11,403-68.4% |