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 | $214,918 | $109,817+95.7% | $98,442+118.3% | $167,490+28.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.14% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,979 | $3,224+178.5% | $2,960+203.4% | $4,837+85.6% |
| Participant deferral / active EE | $2,562 | $4,673-45.2% | $4,276-40.1% | $6,341-59.6% |
| Admin fee / account holder | $1,997 | $6,753-70.4% | $5,949-66.4% | $12,309-83.8% |