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 | $84,391 | $49,173+71.6% | $121,098-30.3% | $75,163+12.3% |
| Participation rate | 63.0% | 55.4%+7.7pp | 69.5%-6.4pp | 67.2%-4.1pp |
| Annual return | 28.73% | 55.99%-27.3pp | 985.75%-957.0pp | 160.62%-131.9pp |
| Employer contribution / active EE | $4,079 | $1,546+163.9% | $4,164-2.0% | $2,670+52.8% |
| Participant deferral / active EE | $8,557 | $2,628+225.7% | $4,080+109.8% | $4,125+107.4% |
| Admin fee / account holder | $1,202 | $3,942-69.5% | $5,644-78.7% | $5,651-78.7% |