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 | $97,166 | $57,281+69.6% | $86,612+12.2% | $75,163+29.3% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 13.66% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,005 | $2,314-13.4% | $3,022-33.7% | $2,670-24.9% |
| Participant deferral / active EE | $5,175 | $3,318+56.0% | $4,438+16.6% | $4,125+25.5% |
| Admin fee / account holder | $4,014 | $4,112-2.4% | $5,614-28.5% | $5,651-29.0% |