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 | $162,094 | $99,020+63.7% | $86,590+87.2% | $147,584+9.8% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | 22.62% | 1312.34%-1289.7pp | 964.84%-942.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,502 | $3,132-52.1% | $2,839-47.1% | $4,876-69.2% |
| Participant deferral / active EE | $6,737 | $3,972+69.6% | $3,609+86.7% | $5,439+23.9% |
| Admin fee / account holder | $4,904 | $5,710-14.1% | $4,9060% | $10,885-54.9% |