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 5-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 | $100,541 | $88,751+13.3% | $81,812+22.9% | $145,922-31.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 25.69% | 1025.40%-999.7pp | 773.79%-748.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $2,247 | $3,083-27.1% | $2,912-22.8% | $4,660-51.8% |
| Participant deferral / active EE | $8,010 | $4,643+72.5% | $4,319+85.5% | $6,688+19.8% |
| Admin fee / account holder | $5,887 | $8,415-30.0% | $7,386-20.3% | $13,397-56.1% |