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 | $42,694 | $202,318-78.9% | $172,739-75.3% | $152,861-72.1% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.4%-64.3pp |
| Annual return | 12.86% | 1029.65%-1016.8pp | 802.84%-790.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,270 | $5,856-61.2% | $5,143-55.9% | $4,762-52.3% |
| Participant deferral / active EE | $4,581 | $5,948-23.0% | $5,198-11.9% | $5,850-21.7% |
| Admin fee / account holder | $1,408 | $17,109-91.8% | $13,954-89.9% | $11,596-87.9% |