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 | $102,760 | $102,604+0.2% | $86,188+19.2% | $139,434-26.3% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 18.75% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $749 | $3,032-75.3% | $2,380-68.5% | $4,751-84.2% |
| Participant deferral / active EE | $1,751 | $4,676-62.5% | $3,985-56.1% | $6,710-73.9% |
| Admin fee / account holder | $1,226 | $8,657-85.8% | $6,852-82.1% | $11,403-89.3% |