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 | $61,094 | $96,305-36.6% | $80,569-24.2% | $139,434-56.2% |
| Participation rate | 29.2% | 73.6%-44.5pp | 67.0%-37.8pp | 80.3%-51.2pp |
| Annual return | 36.02% | 1350.08%-1314.1pp | 935.43%-899.4pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,129 | $3,262-65.4% | $2,723-58.5% | $4,751-76.2% |
| Participant deferral / active EE | $2,301 | $5,232-56.0% | $4,447-48.3% | $6,710-65.7% |
| Admin fee / account holder | $1,158 | $6,599-82.5% | $5,377-78.5% | $11,403-89.8% |