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 | $105,215 | $88,751+18.6% | $81,812+28.6% | $145,922-27.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.12% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,669 | $3,083-45.9% | $2,912-42.7% | $4,660-64.2% |
| Participant deferral / active EE | $1,890 | $4,643-59.3% | $4,319-56.2% | $6,688-71.7% |
| Admin fee / account holder | $3,255 | $8,415-61.3% | $7,386-55.9% | $13,397-75.7% |