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 | $154,576 | $99,020+56.1% | $86,590+78.5% | $147,584+4.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 22.51% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,808 | $3,132-42.3% | $2,839-36.3% | $4,876-62.9% |
| Participant deferral / active EE | $12,968 | $3,972+226.5% | $3,609+259.4% | $5,439+138.4% |
| Admin fee / account holder | $2,057 | $5,710-64.0% | $4,906-58.1% | $10,885-81.1% |