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 | $50,401 | $176,662-71.5% | $130,648-61.4% | $152,861-67.0% |
| Participation rate | 69.6% | 79.0%-9.4pp | 71.7%-2.2pp | 82.4%-12.9pp |
| Annual return | 19.60% | 2692.24%-2672.6pp | 1708.96%-1689.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,755 | $5,742-69.4% | $4,092-57.1% | $4,762-63.1% |
| Participant deferral / active EE | $2,029 | $4,361-53.5% | $3,603-43.7% | $5,850-65.3% |
| Admin fee / account holder | $964 | $7,133-86.5% | $5,464-82.4% | $11,596-91.7% |