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 5-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 | $127,619 | $96,305+32.5% | $80,569+58.4% | $139,434-8.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 31.32% | 1350.08%-1318.8pp | 935.43%-904.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $2,893 | $3,262-11.3% | $2,723+6.2% | $4,751-39.1% |
| Participant deferral / active EE | $17,807 | $5,232+240.3% | $4,447+300.4% | $6,710+165.4% |
| Admin fee / account holder | $434 | $6,599-93.4% | $5,377-91.9% | $11,403-96.2% |