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 | $147,321 | $90,348+63.1% | $75,972+93.9% | $145,922+1.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 18.28% | 620.88%-602.6pp | 359.55%-341.3pp | 561.29%-543.0pp |
| Employer contribution / active EE | $12,623 | $3,311+281.2% | $2,685+370.2% | $4,660+170.9% |
| Participant deferral / active EE | $17,959 | $5,162+247.9% | $4,255+322.0% | $6,688+168.5% |
| Admin fee / account holder | $20,710 | $8,467+144.6% | $6,467+220.3% | $13,397+54.6% |