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 8-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 | $233,982 | $115,770+102.1% | $101,248+131.1% | $158,922+47.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 19.04% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,511 | $4,175-63.8% | $3,660-58.7% | $4,761-68.3% |
| Participant deferral / active EE | $5,677 | $4,957+14.5% | $4,370+29.9% | $5,982-5.1% |
| Admin fee / account holder | $11,499 | $7,245+58.7% | $5,945+93.4% | $11,246+2.3% |