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 5-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 | $67,635 | $96,305-29.8% | $80,569-16.1% | $139,434-51.5% |
| Participation rate | 61.9% | 73.6%-11.7pp | 67.0%-5.1pp | 80.3%-18.4pp |
| Annual return | 15.86% | 1350.08%-1334.2pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,772 | $3,262+15.6% | $2,723+38.5% | $4,751-20.6% |
| Participant deferral / active EE | $8,654 | $5,232+65.4% | $4,447+94.6% | $6,710+29.0% |
| Admin fee / account holder | $7,592 | $6,599+15.1% | $5,377+41.2% | $11,403-33.4% |