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 5-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 | $201,678 | $109,327+84.5% | $89,391+125.6% | $158,922+26.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 26.63% | 345.68%-319.0pp | 245.62%-219.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $25,688 | $3,170+710.4% | $2,586+893.5% | $4,761+439.5% |
| Participant deferral / active EE | $18,125 | $4,598+294.2% | $3,890+366.0% | $5,982+203.0% |
| Admin fee / account holder | $1,172 | $6,153-81.0% | $4,881-76.0% | $11,246-89.6% |