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 | $173,346 | $202,318-14.3% | $172,739+0.4% | $152,861+13.4% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.4%-38.7pp |
| Annual return | 24.75% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,925 | $5,856-67.1% | $5,143-62.6% | $4,762-59.6% |
| Participant deferral / active EE | $3,974 | $5,948-33.2% | $5,198-23.5% | $5,850-32.1% |
| Admin fee / account holder | $10,129 | $17,109-40.8% | $13,954-27.4% | $11,596-12.7% |