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 | $159,058 | $102,604+55.0% | $86,188+84.5% | $139,434+14.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 22.30% | 1922.51%-1900.2pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,928 | $3,032-36.4% | $2,380-19.0% | $4,751-59.4% |
| Participant deferral / active EE | $4,590 | $4,676-1.8% | $3,985+15.2% | $6,710-31.6% |
| Admin fee / account holder | $6,370 | $8,657-26.4% | $6,852-7.0% | $11,403-44.1% |