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 | $210,456 | $99,020+112.5% | $86,590+143.0% | $147,584+42.6% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 15.00% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,636 | $3,132+16.1% | $2,839+28.1% | $4,876-25.4% |
| Participant deferral / active EE | $11,738 | $3,972+195.5% | $3,609+225.3% | $5,439+115.8% |
| Admin fee / account holder | $1,334 | $5,710-76.6% | $4,906-72.8% | $10,885-87.7% |