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 | $186,302 | $156,846+18.8% | $121,098+53.8% | $139,434+33.6% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 315.85% | 1474.56%-1158.7pp | 985.75%-669.9pp | 372.94%-57.1pp |
| Employer contribution / active EE | $2,522 | $5,536-54.4% | $4,164-39.4% | $4,751-46.9% |
| Participant deferral / active EE | $12,704 | $4,844+162.2% | $4,080+211.4% | $6,710+89.3% |
| Admin fee / account holder | $533 | $6,946-92.3% | $5,644-90.6% | $11,403-95.3% |