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 | $146,601 | $99,020+48.1% | $86,590+69.3% | $147,584-0.7% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 14.92% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $602 | $3,132-80.8% | $2,839-78.8% | $4,876-87.7% |
| Participant deferral / active EE | $7,090 | $3,972+78.5% | $3,609+96.5% | $5,439+30.4% |
| Admin fee / account holder | $794 | $5,710-86.1% | $4,906-83.8% | $10,885-92.7% |