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 6-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 | $20,773 | $88,710-76.6% | $81,783-74.6% | $145,959-85.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.4%-15.8pp | 80.3%-23.8pp |
| Annual return | 49.71% | 1027.26%-977.5pp | 775.05%-725.3pp | 561.95%-512.2pp |
| Employer contribution / active EE | $1,882 | $3,083-39.0% | $2,913-35.4% | $4,661-59.6% |
| Participant deferral / active EE | $4,218 | $4,645-9.2% | $4,320-2.4% | $6,689-36.9% |
| Admin fee / account holder | $3,850 | $8,407-54.2% | $7,380-47.8% | $13,398-71.3% |