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 | $143,766 | $109,817+30.9% | $98,442+46.0% | $167,490-14.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 32.79% | 1956.69%-1923.9pp | 1492.73%-1459.9pp | 478.56%-445.8pp |
| Employer contribution / active EE | $1,550 | $3,224-51.9% | $2,960-47.6% | $4,837-68.0% |
| Participant deferral / active EE | $1,934 | $4,673-58.6% | $4,276-54.8% | $6,341-69.5% |
| Admin fee / account holder | $3,344 | $6,753-50.5% | $5,949-43.8% | $12,309-72.8% |