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 | $136,195 | $176,662-22.9% | $130,648+4.2% | $152,861-10.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 29.43% | 2692.24%-2662.8pp | 1708.96%-1679.5pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,083 | $5,742-63.7% | $4,092-49.1% | $4,762-56.3% |
| Participant deferral / active EE | $5,856 | $4,361+34.3% | $3,603+62.5% | $5,850+0.1% |
| Admin fee / account holder | $1,395 | $7,133-80.4% | $5,464-74.5% | $11,596-88.0% |