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 | $69,533 | $135,635-48.7% | $110,238-36.9% | $135,375-48.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | 67.51% | 513.19%-445.7pp | 314.74%-247.2pp | 519.73%-452.2pp |
| Employer contribution / active EE | $1,405 | $4,906-71.4% | $3,826-63.3% | $4,779-70.6% |
| Participant deferral / active EE | $1,735 | $5,506-68.5% | $4,672-62.9% | $5,609-69.1% |
| Admin fee / account holder | $6,216 | $11,457-45.7% | $8,547-27.3% | $10,827-42.6% |