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 | $170,094 | $88,751+91.7% | $81,812+107.9% | $145,922+16.6% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 13.31% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,790 | $3,083-9.5% | $2,912-4.2% | $4,660-40.1% |
| Participant deferral / active EE | $8,470 | $4,643+82.4% | $4,319+96.1% | $6,688+26.7% |
| Admin fee / account holder | $9,015 | $8,415+7.1% | $7,386+22.1% | $13,397-32.7% |