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 | $124,692 | $111,724+11.6% | $93,606+33.2% | $145,922-14.5% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 37.42% | 202.98%-165.6pp | 133.20%-95.8pp | 561.29%-523.9pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,416 | $4,912-10.1% | $4,411+0.1% | $6,688-34.0% |
| Admin fee / account holder | $24,259 | $10,250+136.7% | $8,285+192.8% | $13,397+81.1% |