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 | $101,531 | $107,452-5.5% | $91,541+10.9% | $142,382-28.7% |
| Participation rate | 68.8% | 75.1%-6.3pp | 69.8%-1.0pp | 80.1%-11.4pp |
| Annual return | 137.31% | 22.06%+115.3pp | 20.50%+116.8pp | 217.08%-79.8pp |
| Employer contribution / active EE | $8,624 | $2,994+188.0% | $2,505+244.3% | $4,299+100.6% |
| Participant deferral / active EE | $16,251 | $4,754+241.8% | $4,008+305.5% | $6,507+149.7% |
| Admin fee / account holder | $24,381 | $8,834+176.0% | $6,956+250.5% | $12,624+93.1% |