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 | $63,422 | $56,199+12.9% | $67,652-6.3% | $59,632+6.4% |
| Participation rate | 68.2% | 71.5%-3.3pp | 75.7%-7.5pp | 68.7%-0.5pp |
| Annual return | 6.56% | 18505.31%-18498.8pp | 6625.04%-6618.5pp | 2041.28%-2034.7pp |
| Employer contribution / active EE | $2,266 | $1,614+40.4% | $2,2660% | $2,203+2.9% |
| Participant deferral / active EE | $4,274 | $2,844+50.3% | $3,560+20.1% | $3,192+33.9% |
| Admin fee / account holder | $389 | $3,958-90.2% | $4,821-91.9% | $4,297-90.9% |