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 | $181,503 | $88,751+104.5% | $81,812+121.9% | $145,922+24.4% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.3%-16.1pp | 80.3%-24.0pp |
| Annual return | 18.68% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,524 | $3,083-18.1% | $2,912-13.3% | $4,660-45.8% |
| Participant deferral / active EE | $2,900 | $4,643-37.6% | $4,319-32.9% | $6,688-56.6% |
| Admin fee / account holder | $2,597 | $8,415-69.1% | $7,386-64.8% | $13,397-80.6% |