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 7-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 | $206,703 | $183,963+12.4% | $162,163+27.5% | $152,861+35.2% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 17.83% | 150.76%-132.9pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,417 | $6,371-30.7% | $5,614-21.3% | $4,762-7.3% |
| Participant deferral / active EE | $7,229 | $8,034-10.0% | $7,298-0.9% | $5,850+23.6% |
| Admin fee / account holder | $23,924 | $13,121+82.3% | $10,843+120.6% | $11,596+106.3% |