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 | $44,911 | $99,020-54.6% | $86,590-48.1% | $147,584-69.6% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 40.98% | 1312.34%-1271.4pp | 964.84%-923.9pp | 578.55%-537.6pp |
| Employer contribution / active EE | $986 | $3,132-68.5% | $2,839-65.3% | $4,876-79.8% |
| Participant deferral / active EE | $4,349 | $3,972+9.5% | $3,609+20.5% | $5,439-20.0% |
| Admin fee / account holder | $694 | $5,710-87.8% | $4,906-85.8% | $10,885-93.6% |