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 | $45,499 | $74,888-39.2% | $71,209-36.1% | $142,382-68.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 18.38% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,978 | $2,854+74.4% | $2,721+82.9% | $4,299+15.8% |
| Participant deferral / active EE | $9,830 | $4,454+120.7% | $4,175+135.4% | $6,507+51.1% |
| Admin fee / account holder | $1,732 | $5,568-68.9% | $5,349-67.6% | $12,624-86.3% |