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 | $131,498 | $65,409+101.0% | $98,442+33.6% | $85,850+53.2% |
| Participation rate | 59.6% | 65.0%-5.3pp | 73.3%-13.7pp | 69.3%-9.7pp |
| Annual return | 27.60% | 21.76%+5.8pp | 1492.73%-1465.1pp | 318.53%-290.9pp |
| Employer contribution / active EE | $3,093 | $2,168+42.7% | $2,960+4.5% | $2,565+20.6% |
| Participant deferral / active EE | $2,610 | $3,166-17.6% | $4,276-39.0% | $3,952-34.0% |
| Admin fee / account holder | $662 | $4,593-85.6% | $5,949-88.9% | $6,260-89.4% |