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 5-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 | $137,365 | $88,710+54.8% | $81,783+68.0% | $145,959-5.9% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 15.61% | 1027.26%-1011.6pp | 775.05%-759.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $446 | $3,083-85.5% | $2,913-84.7% | $4,661-90.4% |
| Participant deferral / active EE | $4,345 | $4,645-6.5% | $4,320+0.6% | $6,689-35.0% |
| Admin fee / account holder | $612 | $8,407-92.7% | $7,380-91.7% | $13,398-95.4% |