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 5-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 | $113,162 | $180,749-37.4% | $160,784-29.6% | $137,256-17.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.67% | 2234.46%-2216.8pp | 1803.92%-1786.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $679 | $4,155-83.7% | $3,733-81.8% | $4,156-83.7% |
| Participant deferral / active EE | $15,667 | $6,844+128.9% | $6,293+149.0% | $6,407+144.5% |
| Admin fee / account holder | $621 | $10,397-94.0% | $9,717-93.6% | $12,270-94.9% |