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 | $159,706 | $228,332-30.1% | $185,823-14.1% | $158,922+0.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 790.23% | 40.80%+749.4pp | 35.95%+754.3pp | 302.83%+487.4pp |
| Employer contribution / active EE | $2,834 | $4,967-42.9% | $4,087-30.7% | $4,761-40.5% |
| Participant deferral / active EE | $6,808 | $6,415+6.1% | $5,632+20.9% | $5,982+13.8% |
| Admin fee / account holder | $522 | $11,864-95.6% | $9,500-94.5% | $11,246-95.4% |