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 | $98,524 | $88,751+11.0% | $81,812+20.4% | $145,922-32.5% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 16.21% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,324 | $3,083-24.6% | $2,912-20.2% | $4,660-50.1% |
| Participant deferral / active EE | $9,895 | $4,643+113.1% | $4,319+129.1% | $6,688+48.0% |
| Admin fee / account holder | $26,407 | $8,415+213.8% | $7,386+257.5% | $13,397+97.1% |