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 | $113,133 | $57,281+97.5% | $86,612+30.6% | $75,163+50.5% |
| Participation rate | 68.4% | 63.2%+5.2pp | 71.7%-3.3pp | 67.2%+1.2pp |
| Annual return | 17.48% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,225 | $2,314+39.4% | $3,022+6.7% | $2,670+20.8% |
| Participant deferral / active EE | $9,098 | $3,318+174.2% | $4,438+105.0% | $4,125+120.5% |
| Admin fee / account holder | $7,783 | $4,112+89.3% | $5,614+38.6% | $5,651+37.7% |