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 7-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 | $154,048 | $105,998+45.3% | $92,233+67.0% | $147,584+4.4% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 30.01% | 50.05%-20.0pp | 176.28%-146.3pp | 578.55%-548.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,675 | $4,478+49.1% | $3,897+71.3% | $5,439+22.7% |
| Admin fee / account holder | $22,441 | $6,332+254.4% | $5,194+332.1% | $10,885+106.2% |