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 | $170,724 | $99,020+72.4% | $86,590+97.2% | $147,584+15.7% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 17.15% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,197 | $3,132+2.1% | $2,839+12.6% | $4,876-34.4% |
| Participant deferral / active EE | $2,565 | $3,972-35.4% | $3,609-28.9% | $5,439-52.8% |
| Admin fee / account holder | $474 | $5,710-91.7% | $4,906-90.3% | $10,885-95.6% |