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 | $140,294 | $179,726-21.9% | $156,263-10.2% | $142,382-1.5% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 11.37% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $13,351 | $5,069+163.4% | $4,333+208.1% | $4,299+210.6% |
| Participant deferral / active EE | $6,922 | $6,956-0.5% | $6,158+12.4% | $6,507+6.4% |
| Admin fee / account holder | $27,928 | $17,272+61.7% | $14,255+95.9% | $12,624+121.2% |