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 | $104,180 | $100,852+3.3% | $90,404+15.2% | $158,922-34.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 17.36% | 1724.20%-1706.8pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,078 | $3,689+37.7% | $3,262+55.7% | $4,761+6.7% |
| Participant deferral / active EE | $1,795 | $4,348-58.7% | $3,963-54.7% | $5,982-70.0% |
| Admin fee / account holder | $2,519 | $6,501-61.2% | $5,611-55.1% | $11,246-77.6% |