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 | $129,154 | $111,724+15.6% | $93,606+38.0% | $145,922-11.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 10.34% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,653 | $3,090+50.6% | $2,420+92.3% | $4,660-0.1% |
| Participant deferral / active EE | $7,856 | $4,912+59.9% | $4,411+78.1% | $6,688+17.5% |
| Admin fee / account holder | $2,811 | $10,250-72.6% | $8,285-66.1% | $13,397-79.0% |