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 | $153,857 | $88,751+73.4% | $81,812+88.1% | $145,922+5.4% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.3%-16.1pp | 80.3%-24.0pp |
| Annual return | 14.10% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,461 | $3,083-52.6% | $2,912-49.9% | $4,660-68.7% |
| Participant deferral / active EE | $4,655 | $4,643+0.3% | $4,319+7.8% | $6,688-30.4% |
| Admin fee / account holder | $12,284 | $8,415+46.0% | $7,386+66.3% | $13,397-8.3% |