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 | $45,786 | $202,318-77.4% | $172,739-73.5% | $152,861-70.0% |
| Participation rate | 47.6% | 87.1%-39.4pp | 82.6%-35.0pp | 82.4%-34.8pp |
| Annual return | 27.92% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,556 | $5,856-73.4% | $5,143-69.7% | $4,762-67.3% |
| Participant deferral / active EE | $2,709 | $5,948-54.5% | $5,198-47.9% | $5,850-53.7% |
| Admin fee / account holder | $2,475 | $17,109-85.5% | $13,954-82.3% | $11,596-78.7% |