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 | $116,358 | $102,604+13.4% | $86,188+35.0% | $139,434-16.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 12.55% | 1922.51%-1910.0pp | 1168.45%-1155.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,977 | $3,032-34.8% | $2,380-16.9% | $4,751-58.4% |
| Participant deferral / active EE | $3,409 | $4,676-27.1% | $3,985-14.5% | $6,710-49.2% |
| Admin fee / account holder | $478 | $8,657-94.5% | $6,852-93.0% | $11,403-95.8% |