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 | $110,391 | $202,318-45.4% | $172,739-36.1% | $152,861-27.8% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 13.81% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,184 | $5,856-45.6% | $5,143-38.1% | $4,762-33.1% |
| Participant deferral / active EE | $10,292 | $5,948+73.0% | $5,198+98.0% | $5,850+75.9% |
| Admin fee / account holder | $2,843 | $17,109-83.4% | $13,954-79.6% | $11,596-75.5% |