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 | $181,936 | $102,604+77.3% | $86,188+111.1% | $139,434+30.5% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.0%-5.8pp | 80.3%-17.2pp |
| Annual return | 11.10% | 1922.51%-1911.4pp | 1168.45%-1157.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,533 | $3,032-49.5% | $2,380-35.6% | $4,751-67.7% |
| Participant deferral / active EE | $4,401 | $4,676-5.9% | $3,985+10.4% | $6,710-34.4% |
| Admin fee / account holder | $9,642 | $8,657+11.4% | $6,852+40.7% | $11,403-15.4% |