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 | $111,853 | $88,751+26.0% | $81,812+36.7% | $145,922-23.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.63% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,154 | $3,083-30.1% | $2,912-26.0% | $4,660-53.8% |
| Participant deferral / active EE | $2,154 | $4,643-53.6% | $4,319-50.1% | $6,688-67.8% |
| Admin fee / account holder | $10,569 | $8,415+25.6% | $7,386+43.1% | $13,397-21.1% |