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 | $167,947 | $72,400+132.0% | $67,502+148.8% | $145,922+15.1% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 11.34% | 7182.46%-7171.1pp | 3512.12%-3500.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,768 | $3,069+87.9% | $2,731+111.2% | $4,660+23.8% |
| Participant deferral / active EE | $15,141 | $4,783+216.6% | $4,000+278.5% | $6,688+126.4% |
| Admin fee / account holder | $35,604 | $5,539+542.8% | $3,998+790.6% | $13,397+165.8% |