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 | $216,388 | $102,604+110.9% | $86,188+151.1% | $139,434+55.2% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 13.43% | 1922.51%-1909.1pp | 1168.45%-1155.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,404 | $3,032-53.7% | $2,380-41.0% | $4,751-70.5% |
| Participant deferral / active EE | $6,892 | $4,676+47.4% | $3,985+72.9% | $6,710+2.7% |
| Admin fee / account holder | $13,302 | $8,657+53.7% | $6,852+94.1% | $11,403+16.7% |