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 6-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 | $154,051 | $175,202-12.1% | $149,673+2.9% | $139,434+10.5% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 211.91% | 166.71%+45.2pp | 134.42%+77.5pp | 372.94%-161.0pp |
| Employer contribution / active EE | $10,315 | $5,474+88.4% | $4,818+114.1% | $4,751+117.1% |
| Participant deferral / active EE | $7,412 | $6,519+13.7% | $5,680+30.5% | $6,710+10.5% |
| Admin fee / account holder | $1,271 | $16,150-92.1% | $13,210-90.4% | $11,403-88.9% |