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 | $161,422 | $124,185+30.0% | $108,410+48.9% | $167,490-3.6% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 12.01% | 1379.64%-1367.6pp | 905.27%-893.3pp | 478.56%-466.5pp |
| Employer contribution / active EE | $857 | $4,187-79.5% | $3,558-75.9% | $4,837-82.3% |
| Participant deferral / active EE | $2,430 | $6,908-64.8% | $6,563-63.0% | $6,341-61.7% |
| Admin fee / account holder | $2,702 | $9,455-71.4% | $7,295-63.0% | $12,309-78.0% |