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 | $247,192 | $176,662+39.9% | $130,648+89.2% | $152,861+61.7% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.4%-62.4pp |
| Annual return | 20.25% | 2692.24%-2672.0pp | 1708.96%-1688.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $557 | $5,742-90.3% | $4,092-86.4% | $4,762-88.3% |
| Participant deferral / active EE | $2,952 | $4,361-32.3% | $3,603-18.1% | $5,850-49.5% |
| Admin fee / account holder | $1,933 | $7,133-72.9% | $5,464-64.6% | $11,596-83.3% |