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 7-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 | $81,038 | $202,318-59.9% | $172,739-53.1% | $152,861-47.0% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 210.48% | 1029.65%-819.2pp | 802.84%-592.4pp | 345.32%-134.8pp |
| Employer contribution / active EE | $1,575 | $5,856-73.1% | $5,143-69.4% | $4,762-66.9% |
| Participant deferral / active EE | $5,169 | $5,948-13.1% | $5,198-0.6% | $5,850-11.7% |
| Admin fee / account holder | $615 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |