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 | $189,230 | $100,852+87.6% | $90,404+109.3% | $158,922+19.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 17.78% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,191 | $3,689-67.7% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $9,398 | $4,348+116.2% | $3,963+137.1% | $5,982+57.1% |
| Admin fee / account holder | $1,893 | $6,501-70.9% | $5,611-66.3% | $11,246-83.2% |