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 | $150,903 | $202,318-25.4% | $172,739-12.6% | $152,861-1.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 21.73% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,431 | $5,856-75.6% | $5,143-72.2% | $4,762-69.9% |
| Participant deferral / active EE | $7,056 | $5,948+18.6% | $5,198+35.8% | $5,850+20.6% |
| Admin fee / account holder | $15,101 | $17,109-11.7% | $13,954+8.2% | $11,596+30.2% |