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 | $61,019 | $202,318-69.8% | $172,739-64.7% | $152,861-60.1% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 17.91% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,009 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $5,251 | $5,948-11.7% | $5,198+1.0% | $5,850-10.2% |
| Admin fee / account holder | $1,896 | $17,109-88.9% | $13,954-86.4% | $11,596-83.6% |