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 | $72,289 | $88,751-18.5% | $81,812-11.6% | $145,922-50.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.51% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,245 | $3,083-27.2% | $2,912-22.9% | $4,660-51.8% |
| Participant deferral / active EE | $5,119 | $4,643+10.2% | $4,319+18.5% | $6,688-23.5% |
| Admin fee / account holder | $16,619 | $8,415+97.5% | $7,386+125.0% | $13,397+24.0% |