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 | $170,693 | $104,907+62.7% | $84,611+101.7% | $152,861+11.7% |
| Participation rate | 65.0% | 74.8%-9.8pp | 68.2%-3.2pp | 82.4%-17.4pp |
| Annual return | 20.66% | 373.79%-353.1pp | 258.74%-238.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,060 | $3,302+23.0% | $2,652+53.1% | $4,762-14.7% |
| Participant deferral / active EE | $10,685 | $4,688+127.9% | $3,899+174.1% | $5,850+82.6% |
| Admin fee / account holder | $1,392 | $6,241-77.7% | $4,912-71.7% | $11,596-88.0% |