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 | $70,626 | $101,499-30.4% | $147,005-52.0% | $74,546-5.3% |
| Participation rate | 66.4% | 75.5%-9.2pp | 82.2%-15.8pp | 67.2%-0.9pp |
| Annual return | 25.32% | 8732.34%-8707.0pp | 418.76%-393.4pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $2,792 | $3,811-26.7% | $4,934-43.4% | $2,624+6.4% |
| Participant deferral / active EE | $7,838 | $7,304+7.3% | $8,070-2.9% | $4,347+80.3% |
| Admin fee / account holder | $9,178 | $1,748+425.1% | $13,006-29.4% | $1,944+372.2% |