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 9-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 | $130,074 | $159,901-18.7% | $146,958-11.5% | $145,922-10.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.01% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,641 | $5,286+6.7% | $4,933+14.4% | $4,660+21.1% |
| Participant deferral / active EE | $20,456 | $8,428+142.7% | $8,070+153.5% | $6,688+205.9% |
| Admin fee / account holder | $1,763 | $15,044-88.3% | $12,998-86.4% | $13,397-86.8% |