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 | $134,283 | $185,200-27.5% | $142,863-6.0% | $167,490-19.8% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 14.46% | 8555.70%-8541.2pp | 5637.54%-5623.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,467 | $5,604-56.0% | $4,144-40.5% | $4,837-49.0% |
| Participant deferral / active EE | $9,623 | $4,494+114.1% | $3,837+150.8% | $6,341+51.8% |
| Admin fee / account holder | $11,565 | $8,031+44.0% | $6,560+76.3% | $12,309-6.0% |