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 | $149,403 | $185,200-19.3% | $142,863+4.6% | $167,490-10.8% |
| Participation rate | 54.5% | 78.4%-23.9pp | 71.9%-17.4pp | 82.1%-27.6pp |
| Annual return | 21.97% | 8555.70%-8533.7pp | 5637.54%-5615.6pp | 478.56%-456.6pp |
| Employer contribution / active EE | $3,885 | $5,604-30.7% | $4,144-6.2% | $4,837-19.7% |
| Participant deferral / active EE | $8,152 | $4,494+81.4% | $3,837+112.4% | $6,341+28.5% |
| Admin fee / account holder | $841 | $8,031-89.5% | $6,560-87.2% | $12,309-93.2% |