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 | $155,129 | $202,318-23.3% | $172,739-10.2% | $152,861+1.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 32.32% | 1029.65%-997.3pp | 802.84%-770.5pp | 345.32%-313.0pp |
| Employer contribution / active EE | $2,611 | $5,856-55.4% | $5,143-49.2% | $4,762-45.2% |
| Participant deferral / active EE | $8,455 | $5,948+42.2% | $5,198+62.7% | $5,850+44.5% |
| Admin fee / account holder | $5,241 | $17,109-69.4% | $13,954-62.4% | $11,596-54.8% |