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 | $219,419 | $100,852+117.6% | $90,404+142.7% | $158,922+38.1% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 24.69% | 1724.20%-1699.5pp | 1293.02%-1268.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $935 | $4,348-78.5% | $3,963-76.4% | $5,982-84.4% |
| Admin fee / account holder | $928 | $6,501-85.7% | $5,611-83.5% | $11,246-91.7% |