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 | $194,082 | $180,449+7.6% | $154,107+25.9% | $135,375+43.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -6.12% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,565 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $6,282 | $5,806+8.2% | $5,081+23.6% | $5,609+12.0% |
| Admin fee / account holder | $519 | $16,143-96.8% | $13,411-96.1% | $10,827-95.2% |