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 6-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 | $86,481 | $70,606+22.5% | $53,898+60.5% | $142,382-39.3% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 12.89% | 619.81%-606.9pp | 528.60%-515.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,917 | $1,202+725.0% | $932+964.0% | $4,299+130.7% |
| Participant deferral / active EE | $3,347 | $2,364+41.6% | $1,826+83.3% | $6,507-48.6% |
| Admin fee / account holder | $1,642 | $2,852-42.4% | $2,491-34.1% | $12,624-87.0% |