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 | $134,867 | $104,907+28.6% | $84,611+59.4% | $152,861-11.8% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 25.31% | 373.79%-348.5pp | 258.74%-233.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,149 | $3,302-4.6% | $2,652+18.7% | $4,762-33.9% |
| Participant deferral / active EE | $12,876 | $4,688+174.7% | $3,899+230.3% | $5,850+120.1% |
| Admin fee / account holder | $10,257 | $6,241+64.4% | $4,912+108.8% | $11,596-11.5% |