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 | $137,979 | $180,749-23.7% | $160,784-14.2% | $137,256+0.5% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 15.39% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,007 | $4,155-75.8% | $3,733-73.0% | $4,156-75.8% |
| Participant deferral / active EE | $6,083 | $6,844-11.1% | $6,293-3.3% | $6,407-5.1% |
| Admin fee / account holder | $629 | $10,397-94.0% | $9,717-93.5% | $12,270-94.9% |