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 | $99,362 | $202,318-50.9% | $172,739-42.5% | $152,861-35.0% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 17.74% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,210 | $5,856-62.3% | $5,143-57.0% | $4,762-53.6% |
| Participant deferral / active EE | $4,675 | $5,948-21.4% | $5,198-10.1% | $5,850-20.1% |
| Admin fee / account holder | $741 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |