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 | $175,404 | $180,449-2.8% | $154,107+13.8% | $135,375+29.6% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -6.64% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,447 | $6,035-26.3% | $5,298-16.0% | $4,779-6.9% |
| Participant deferral / active EE | $4,387 | $5,806-24.4% | $5,081-13.7% | $5,609-21.8% |
| Admin fee / account holder | $1,083 | $16,143-93.3% | $13,411-91.9% | $10,827-90.0% |