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 | $115,559 | $180,749-36.1% | $160,784-28.1% | $137,256-15.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.81% | 2234.46%-2214.6pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,154 | $4,155-24.1% | $3,733-15.5% | $4,156-24.1% |
| Participant deferral / active EE | $12,052 | $6,844+76.1% | $6,293+91.5% | $6,407+88.1% |
| Admin fee / account holder | $974 | $10,397-90.6% | $9,717-90.0% | $12,270-92.1% |