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 | $75,640 | $58,927+28.4% | $76,817-1.5% | $72,985+3.6% |
| Participation rate | 30.3% | 67.3%-37.0pp | 72.1%-41.8pp | 69.5%-39.2pp |
| Annual return | 23.90% | 2305.64%-2281.7pp | 1166.11%-1142.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,637 | $1,787+47.6% | $2,302+14.6% | $2,440+8.1% |
| Participant deferral / active EE | $5,473 | $2,690+103.4% | $3,336+64.1% | $3,607+51.7% |
| Admin fee / account holder | $1,172 | $4,013-70.8% | $6,420-81.7% | $5,124-77.1% |