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 | $198,110 | $209,411-5.4% | $178,490+11.0% | $158,922+24.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 30.95% | 188.75%-157.8pp | 151.07%-120.1pp | 302.83%-271.9pp |
| Employer contribution / active EE | $19,606 | $5,706+243.6% | $5,011+291.3% | $4,761+311.8% |
| Participant deferral / active EE | $2,167 | $5,954-63.6% | $5,202-58.3% | $5,982-63.8% |
| Admin fee / account holder | $1,686 | $17,074-90.1% | $13,984-87.9% | $11,246-85.0% |