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 | $115,092 | $57,281+100.9% | $86,612+32.9% | $75,163+53.1% |
| Participation rate | 64.9% | 63.2%+1.7pp | 71.7%-6.8pp | 67.2%-2.3pp |
| Annual return | 28.32% | 2670.75%-2642.4pp | 591.07%-562.8pp | 160.62%-132.3pp |
| Employer contribution / active EE | $1,269 | $2,314-45.2% | $3,022-58.0% | $2,670-52.5% |
| Participant deferral / active EE | $2,348 | $3,318-29.2% | $4,438-47.1% | $4,125-43.1% |
| Admin fee / account holder | $2,148 | $4,112-47.8% | $5,614-61.7% | $5,651-62.0% |