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 | $100,159 | $88,751+12.9% | $81,812+22.4% | $145,922-31.4% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.3%-7.1pp | 80.3%-15.1pp |
| Annual return | 17.97% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,529 | $3,083-18.0% | $2,912-13.1% | $4,660-45.7% |
| Participant deferral / active EE | $6,494 | $4,643+39.9% | $4,319+50.4% | $6,688-2.9% |
| Admin fee / account holder | $976 | $8,415-88.4% | $7,386-86.8% | $13,397-92.7% |