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 | $197,829 | $109,817+80.1% | $98,442+101.0% | $167,490+18.1% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 9.24% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,830 | $3,224-43.2% | $2,960-38.2% | $4,837-62.2% |
| Participant deferral / active EE | $5,560 | $4,673+19.0% | $4,276+30.0% | $6,341-12.3% |
| Admin fee / account holder | $1,442 | $6,753-78.6% | $5,949-75.8% | $12,309-88.3% |