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 | $162,259 | $176,056-7.8% | $159,436+1.8% | $167,490-3.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.05% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $6,456 | $5,297+21.9% | $4,829+33.7% | $4,837+33.5% |
| Participant deferral / active EE | $23,637 | $7,750+205.0% | $7,352+221.5% | $6,341+272.8% |
| Admin fee / account holder | $4,838 | $12,554-61.5% | $10,799-55.2% | $12,309-60.7% |