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 | $193,994 | $150,440+29.0% | $136,294+42.3% | $147,584+31.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.78% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $6,755 | $5,256+28.5% | $4,695+43.9% | $4,876+38.5% |
| Participant deferral / active EE | $10,500 | $6,630+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $1,504 | $10,905-86.2% | $9,243-83.7% | $10,885-86.2% |