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 | $239,433 | $88,751+169.8% | $81,812+192.7% | $145,922+64.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 21.97% | 1025.40%-1003.4pp | 773.79%-751.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,688 | $3,083-12.8% | $2,912-7.7% | $4,660-42.3% |
| Participant deferral / active EE | $5,423 | $4,643+16.8% | $4,319+25.6% | $6,688-18.9% |
| Admin fee / account holder | $423 | $8,415-95.0% | $7,386-94.3% | $13,397-96.8% |