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 | $98,503 | $176,662-44.2% | $130,648-24.6% | $152,861-35.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.4%-19.9pp |
| Annual return | 16.95% | 2692.24%-2675.3pp | 1708.96%-1692.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,447 | $5,742-22.6% | $4,092+8.7% | $4,762-6.6% |
| Participant deferral / active EE | $6,152 | $4,361+41.1% | $3,603+70.8% | $5,850+5.2% |
| Admin fee / account holder | $6,392 | $7,133-10.4% | $5,464+17.0% | $11,596-44.9% |