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 | $91,530 | $72,071+27.0% | $68,368+33.9% | $137,256-33.3% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 16.36% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,231 | $2,788+123.5% | $2,649+135.2% | $4,156+49.9% |
| Participant deferral / active EE | $15,105 | $4,410+242.5% | $4,123+266.4% | $6,407+135.8% |
| Admin fee / account holder | $6,195 | $5,336+16.1% | $5,150+20.3% | $12,270-49.5% |