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 | $116,287 | $96,305+20.7% | $80,569+44.3% | $139,434-16.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 17.85% | 1350.08%-1332.2pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,407 | $3,262+35.1% | $2,723+61.8% | $4,751-7.2% |
| Participant deferral / active EE | $6,121 | $5,232+17.0% | $4,447+37.6% | $6,710-8.8% |
| Admin fee / account holder | $422 | $6,599-93.6% | $5,377-92.2% | $11,403-96.3% |