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 | $173,581 | $88,751+95.6% | $81,812+112.2% | $145,922+19.0% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 20.86% | 1025.40%-1004.5pp | 773.79%-752.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,708 | $3,083-12.2% | $2,912-7.0% | $4,660-41.9% |
| Participant deferral / active EE | $5,696 | $4,643+22.7% | $4,319+31.9% | $6,688-14.8% |
| Admin fee / account holder | $469 | $8,415-94.4% | $7,386-93.7% | $13,397-96.5% |