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 | $136,269 | $202,318-32.6% | $172,739-21.1% | $152,861-10.9% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.4%-19.3pp |
| Annual return | 19.65% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,379 | $5,856-76.4% | $5,143-73.2% | $4,762-71.0% |
| Participant deferral / active EE | $4,607 | $5,948-22.5% | $5,198-11.4% | $5,850-21.3% |
| Admin fee / account holder | $2,942 | $17,109-82.8% | $13,954-78.9% | $11,596-74.6% |