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 4-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 | $134,268 | $74,888+79.3% | $71,209+88.6% | $142,382-5.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 543.28% | 345.14%+198.1pp | 282.51%+260.8pp | 217.08%+326.2pp |
| Employer contribution / active EE | $2,412 | $2,854-15.5% | $2,721-11.4% | $4,299-43.9% |
| Participant deferral / active EE | $3,494 | $4,454-21.6% | $4,175-16.3% | $6,507-46.3% |
| Admin fee / account holder | $4,886 | $5,568-12.3% | $5,349-8.6% | $12,624-61.3% |