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 | $176,703 | $159,901+10.5% | $146,958+20.2% | $145,922+21.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,933 | $5,286-6.7% | $4,9330% | $4,660+5.9% |
| Participant deferral / active EE | $21,776 | $8,428+158.4% | $8,070+169.8% | $6,688+225.6% |
| Admin fee / account holder | $1,844 | $15,044-87.7% | $12,998-85.8% | $13,397-86.2% |