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 | $140,831 | $99,020+42.2% | $86,590+62.6% | $147,584-4.6% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.59% | 1312.34%-1293.7pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,111 | $3,132-32.6% | $2,839-25.7% | $4,876-56.7% |
| Participant deferral / active EE | $6,250 | $3,972+57.3% | $3,609+73.2% | $5,439+14.9% |
| Admin fee / account holder | $2,326 | $5,710-59.3% | $4,906-52.6% | $10,885-78.6% |