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 | $100,126 | $88,751+12.8% | $81,812+22.4% | $145,922-31.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.26% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,300 | $3,083+7.0% | $2,912+13.3% | $4,660-29.2% |
| Participant deferral / active EE | $6,750 | $4,643+45.4% | $4,319+56.3% | $6,688+0.9% |
| Admin fee / account holder | $7,763 | $8,415-7.8% | $7,386+5.1% | $13,397-42.1% |