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 | $159,179 | $138,044+15.3% | $125,339+27.0% | $134,475+18.4% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.7pp |
| Annual return | -15.96% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,609 | $5,243-50.2% | $4,814-45.8% | $4,740-44.9% |
| Participant deferral / active EE | $6,987 | $7,799-10.4% | $7,446-6.2% | $6,400+9.2% |
| Admin fee / account holder | $1,881 | $11,571-83.7% | $10,010-81.2% | $11,426-83.5% |