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 | $121,385 | $96,305+26.0% | $80,569+50.7% | $139,434-12.9% |
| Participation rate | 56.3% | 73.6%-17.4pp | 67.0%-10.7pp | 80.3%-24.1pp |
| Annual return | 17.09% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,904 | $3,262-41.6% | $2,723-30.1% | $4,751-59.9% |
| Participant deferral / active EE | $4,974 | $5,232-4.9% | $4,447+11.8% | $6,710-25.9% |
| Admin fee / account holder | $5,655 | $6,599-14.3% | $5,377+5.2% | $11,403-50.4% |