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 | $119,128 | $70,587+68.8% | $124,672-4.4% | $85,850+38.8% |
| Participation rate | 39.6% | 64.4%-24.8pp | 74.6%-35.0pp | 69.3%-29.7pp |
| Annual return | 17.15% | 20688.83%-20671.7pp | 5142.93%-5125.8pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,069 | $1,913-44.1% | $3,324-67.8% | $2,565-58.3% |
| Participant deferral / active EE | $1,679 | $2,969-43.4% | $4,614-63.6% | $3,952-57.5% |
| Admin fee / account holder | $7,909 | $5,282+49.7% | $7,493+5.6% | $6,260+26.3% |