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 | $75,396 | $57,281+31.6% | $86,612-13.0% | $75,163+0.3% |
| Participation rate | 69.0% | 63.2%+5.8pp | 71.7%-2.7pp | 67.2%+1.8pp |
| Annual return | 21.01% | 2670.75%-2649.7pp | 591.07%-570.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $10,762 | $2,314+365.0% | $3,022+256.1% | $2,670+303.1% |
| Participant deferral / active EE | $5,428 | $3,318+63.6% | $4,438+22.3% | $4,125+31.6% |
| Admin fee / account holder | $2,792 | $4,112-32.1% | $5,614-50.3% | $5,651-50.6% |