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 8-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 | $206,617 | $81,632+153.1% | $70,449+193.3% | $158,922+30.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 13.41% | 208.40%-195.0pp | 109.03%-95.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $10,021 | $3,217+211.5% | $2,737+266.2% | $4,761+110.5% |
| Participant deferral / active EE | $4,588 | $4,554+0.8% | $3,709+23.7% | $5,982-23.3% |
| Admin fee / account holder | $1,601 | $6,193-74.1% | $3,845-58.4% | $11,246-85.8% |