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 | $155,239 | $99,020+56.8% | $86,590+79.3% | $147,584+5.2% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 17.33% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,274 | $3,132-59.3% | $2,839-55.1% | $4,876-73.9% |
| Participant deferral / active EE | $6,783 | $3,972+70.8% | $3,609+88.0% | $5,439+24.7% |
| Admin fee / account holder | $1,151 | $5,710-79.8% | $4,906-76.5% | $10,885-89.4% |