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 | $70,320 | $49,922+40.9% | $80,569-12.7% | $75,163-6.4% |
| Participation rate | 68.2% | 55.3%+12.9pp | 67.0%+1.2pp | 67.2%+1.0pp |
| Annual return | 53.30% | 34.69%+18.6pp | 935.43%-882.1pp | 160.62%-107.3pp |
| Employer contribution / active EE | $4,161 | $1,698+145.0% | $2,723+52.8% | $2,670+55.9% |
| Participant deferral / active EE | $9,309 | $2,990+211.3% | $4,447+109.3% | $4,125+125.7% |
| Admin fee / account holder | $1,097 | $3,577-69.3% | $5,377-79.6% | $5,651-80.6% |