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 | $91,614 | $65,409+40.1% | $98,442-6.9% | $85,850+6.7% |
| Participation rate | 67.5% | 65.0%+2.5pp | 73.3%-5.8pp | 69.3%-1.8pp |
| Annual return | 25.42% | 21.76%+3.7pp | 1492.73%-1467.3pp | 318.53%-293.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,245 | $3,166+160.4% | $4,276+92.8% | $3,952+108.7% |
| Admin fee / account holder | $7,785 | $4,593+69.5% | $5,949+30.9% | $6,260+24.4% |