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 8-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 | $110,508 | $72,396+52.6% | $67,511+63.7% | $145,959-24.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 15.30% | 7194.07%-7178.8pp | 3517.41%-3502.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,732 | $3,071+21.5% | $2,733+36.6% | $4,661-19.9% |
| Participant deferral / active EE | $8,540 | $4,781+78.6% | $4,000+113.5% | $6,689+27.7% |
| Admin fee / account holder | $4,771 | $5,538-13.9% | $3,999+19.3% | $13,398-64.4% |