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 | $97,437 | $99,020-1.6% | $86,590+12.5% | $147,584-34.0% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 20.65% | 1312.34%-1291.7pp | 964.84%-944.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $307 | $3,132-90.2% | $2,839-89.2% | $4,876-93.7% |
| Participant deferral / active EE | $2,886 | $3,972-27.3% | $3,609-20.0% | $5,439-46.9% |
| Admin fee / account holder | $1,072 | $5,710-81.2% | $4,906-78.2% | $10,885-90.2% |