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 | $180,263 | $96,635+86.5% | $86,612+108.1% | $139,434+29.3% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 19.01% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $743 | $3,263-77.2% | $3,022-75.4% | $4,751-84.4% |
| Participant deferral / active EE | $6,626 | $4,836+37.0% | $4,438+49.3% | $6,710-1.2% |
| Admin fee / account holder | $432 | $6,408-93.3% | $5,614-92.3% | $11,403-96.2% |