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 | $84,142 | $72,396+16.2% | $67,511+24.6% | $145,959-42.4% |
| Participation rate | 52.6% | 76.9%-24.2pp | 72.9%-20.3pp | 80.3%-27.7pp |
| Annual return | 10.93% | 7194.07%-7183.1pp | 3517.41%-3506.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,695 | $3,071+20.3% | $2,733+35.2% | $4,661-20.7% |
| Participant deferral / active EE | $4,128 | $4,781-13.7% | $4,000+3.2% | $6,689-38.3% |
| Admin fee / account holder | $765 | $5,538-86.2% | $3,999-80.9% | $13,398-94.3% |