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 | $192,784 | $81,625+136.2% | $58,482+229.6% | $139,434+38.3% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 22.54% | 7404.20%-7381.7pp | 4239.32%-4216.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,812 | $1,398+29.6% | $1,053+72.0% | $4,751-61.9% |
| Participant deferral / active EE | $5,250 | $2,557+105.3% | $1,924+172.9% | $6,710-21.8% |
| Admin fee / account holder | $550 | $3,265-83.2% | $2,516-78.1% | $11,403-95.2% |