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 | $171,212 | $150,187+14.0% | $120,354+42.3% | $145,922+17.3% |
| Participation rate | 64.3% | 78.8%-14.5pp | 71.9%-7.6pp | 80.3%-16.0pp |
| Annual return | 11.52% | 154.07%-142.5pp | 107.15%-95.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,617 | $4,348+6.2% | $3,463+33.3% | $4,660-0.9% |
| Participant deferral / active EE | $6,279 | $6,173+1.7% | $4,991+25.8% | $6,688-6.1% |
| Admin fee / account holder | $46,578 | $12,207+281.6% | $9,423+394.3% | $13,397+247.7% |