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 | $145,606 | $100,852+44.4% | $90,404+61.1% | $158,922-8.4% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 17.04% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,693 | $3,689-54.1% | $3,262-48.1% | $4,761-64.4% |
| Participant deferral / active EE | $5,001 | $4,348+15.0% | $3,963+26.2% | $5,982-16.4% |
| Admin fee / account holder | $1,325 | $6,501-79.6% | $5,611-76.4% | $11,246-88.2% |