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 | $214,494 | $70,587+203.9% | $124,672+72.0% | $85,850+149.8% |
| Participation rate | 60.7% | 64.4%-3.7pp | 74.6%-13.9pp | 69.3%-8.6pp |
| Annual return | 13.40% | 20688.83%-20675.4pp | 5142.93%-5129.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $560 | $1,913-70.7% | $3,324-83.2% | $2,565-78.2% |
| Participant deferral / active EE | $2,873 | $2,969-3.2% | $4,614-37.7% | $3,952-27.3% |
| Admin fee / account holder | $10,760 | $5,282+103.7% | $7,493+43.6% | $6,260+71.9% |