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 5-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 | $132,569 | $210,648-37.1% | $177,989-25.5% | $145,922-9.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 10.04% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,600 | $4,565-64.9% | $3,949-59.5% | $4,660-65.7% |
| Participant deferral / active EE | $8,266 | $6,958+18.8% | $6,276+31.7% | $6,688+23.6% |
| Admin fee / account holder | $517 | $12,013-95.7% | $10,363-95.0% | $13,397-96.1% |