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 | $53,413 | $202,318-73.6% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 19.75% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,746 | $5,856-70.2% | $5,143-66.0% | $4,762-63.3% |
| Participant deferral / active EE | $4,399 | $5,948-26.1% | $5,198-15.4% | $5,850-24.8% |
| Admin fee / account holder | $410 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |