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 | $231,913 | $102,604+126.0% | $86,188+169.1% | $139,434+66.3% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 32.56% | 1922.51%-1889.9pp | 1168.45%-1135.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,788 | $3,032-41.0% | $2,380-24.9% | $4,751-62.4% |
| Participant deferral / active EE | $1,788 | $4,676-61.8% | $3,985-55.1% | $6,710-73.4% |
| Admin fee / account holder | $14,577 | $8,657+68.4% | $6,852+112.7% | $11,403+27.8% |