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 | $64,168 | $124,185-48.3% | $108,410-40.8% | $167,490-61.7% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.5pp |
| Annual return | 11.23% | 1379.64%-1368.4pp | 905.27%-894.0pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,788 | $4,187-33.4% | $3,558-21.7% | $4,837-42.4% |
| Participant deferral / active EE | $6,979 | $6,908+1.0% | $6,563+6.3% | $6,341+10.1% |
| Admin fee / account holder | $4,621 | $9,455-51.1% | $7,295-36.7% | $12,309-62.5% |