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 | $169,853 | $210,648-19.4% | $177,989-4.6% | $145,922+16.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.58% | 385.86%-371.3pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $16,667 | $4,565+265.1% | $3,949+322.1% | $4,660+257.7% |
| Participant deferral / active EE | $16,472 | $6,958+136.7% | $6,276+162.5% | $6,688+146.3% |
| Admin fee / account holder | $1,520 | $12,013-87.4% | $10,363-85.3% | $13,397-88.7% |