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 | $122,207 | $198,466-38.4% | $170,442-28.3% | $147,584-17.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 19.94% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,803 | $6,184+90.9% | $5,433+117.3% | $4,876+142.1% |
| Participant deferral / active EE | $6,843 | $5,629+21.5% | $4,939+38.5% | $5,439+25.8% |
| Admin fee / account holder | $764 | $16,852-95.5% | $13,880-94.5% | $10,885-93.0% |