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 | $180,081 | $226,064-20.3% | $182,532-1.3% | $152,861+17.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 19.19% | 192.51%-173.3pp | 148.54%-129.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $14,564 | $4,978+192.5% | $4,076+257.3% | $4,762+205.8% |
| Participant deferral / active EE | $6,667 | $6,368+4.7% | $5,524+20.7% | $5,850+14.0% |
| Admin fee / account holder | $17,111 | $10,703+59.9% | $8,592+99.1% | $11,596+47.5% |