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 | $123,475 | $99,020+24.7% | $86,590+42.6% | $147,584-16.3% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 18.79% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,309 | $3,132-58.2% | $2,839-53.9% | $4,876-73.1% |
| Participant deferral / active EE | $3,694 | $3,972-7.0% | $3,609+2.4% | $5,439-32.1% |
| Admin fee / account holder | $5,960 | $5,710+4.4% | $4,906+21.5% | $10,885-45.2% |