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 | $175,278 | $83,902+108.9% | $167,512+4.6% | $84,808+106.7% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 14.10% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,948 | $2,264-13.9% | $3,882-49.8% | $2,631-25.9% |
| Participant deferral / active EE | $5,969 | $4,442+34.4% | $6,405-6.8% | $4,212+41.7% |
| Admin fee / account holder | $5,722 | $7,915-27.7% | $9,769-41.4% | $7,344-22.1% |