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 | $106,094 | $88,751+19.5% | $81,812+29.7% | $145,922-27.3% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | 13.25% | 1025.40%-1012.2pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,814 | $3,083-8.7% | $2,912-3.4% | $4,660-39.6% |
| Participant deferral / active EE | $11,389 | $4,643+145.3% | $4,319+163.7% | $6,688+70.3% |
| Admin fee / account holder | $1,799 | $8,415-78.6% | $7,386-75.6% | $13,397-86.6% |