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 | $101,040 | $88,751+13.8% | $81,812+23.5% | $145,922-30.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 19.32% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,548 | $3,083-49.8% | $2,912-46.9% | $4,660-66.8% |
| Participant deferral / active EE | $4,318 | $4,643-7.0% | $4,3190% | $6,688-35.4% |
| Admin fee / account holder | $1,202 | $8,415-85.7% | $7,386-83.7% | $13,397-91.0% |