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 | $108,121 | $70,756+52.8% | $65,493+65.1% | $142,382-24.1% |
| Participation rate | 52.9% | 77.4%-24.4pp | 73.1%-20.2pp | 80.1%-27.2pp |
| Annual return | 17.39% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,281 | $2,881+13.9% | $2,574+27.5% | $4,299-23.7% |
| Participant deferral / active EE | $6,413 | $4,637+38.3% | $3,961+61.9% | $6,507-1.5% |
| Admin fee / account holder | $2,851 | $6,559-56.5% | $5,028-43.3% | $12,624-77.4% |