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 | $53,795 | $209,832-74.4% | $189,513-71.6% | $167,490-67.9% |
| Participation rate | 63.6% | 88.7%-25.0pp | 87.8%-24.2pp | 82.1%-18.5pp |
| Annual return | 15.65% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,026 | $6,914-56.2% | $6,162-50.9% | $4,837-37.4% |
| Participant deferral / active EE | $5,118 | $8,935-42.7% | $8,221-37.8% | $6,341-19.3% |
| Admin fee / account holder | $3,053 | $14,293-78.6% | $12,045-74.7% | $12,309-75.2% |