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 | $246,518 | $169,032+45.8% | $129,207+90.8% | $145,922+68.9% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.52% | 14330.11%-14314.6pp | 9417.33%-9401.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,054 | $5,537-62.9% | $4,153-50.6% | $4,660-55.9% |
| Participant deferral / active EE | $3,378 | $4,987-32.3% | $4,168-18.9% | $6,688-49.5% |
| Admin fee / account holder | $37,358 | $9,954+275.3% | $7,715+384.3% | $13,397+178.9% |