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 | $164,197 | $109,817+49.5% | $98,442+66.8% | $167,490-2.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 17.25% | 1956.69%-1939.4pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,682 | $3,224-47.8% | $2,960-43.2% | $4,837-65.2% |
| Participant deferral / active EE | $4,313 | $4,673-7.7% | $4,276+0.9% | $6,341-32.0% |
| Admin fee / account holder | $7,149 | $6,753+5.9% | $5,949+20.2% | $12,309-41.9% |