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 | $149,674 | $102,604+45.9% | $86,188+73.7% | $139,434+7.3% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 28.45% | 1922.51%-1894.1pp | 1168.45%-1140.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,659 | $3,032+20.7% | $2,380+53.7% | $4,751-23.0% |
| Participant deferral / active EE | $8,578 | $4,676+83.5% | $3,985+115.2% | $6,710+27.8% |
| Admin fee / account holder | $842 | $8,657-90.3% | $6,852-87.7% | $11,403-92.6% |