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 8-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 | $132,868 | $88,751+49.7% | $81,812+62.4% | $145,922-8.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.52% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,538 | $3,083+209.3% | $2,912+227.5% | $4,660+104.7% |
| Participant deferral / active EE | $16,231 | $4,643+249.6% | $4,319+275.8% | $6,688+142.7% |
| Admin fee / account holder | $2,177 | $8,415-74.1% | $7,386-70.5% | $13,397-83.8% |