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 | $61,713 | $176,056-64.9% | $159,436-61.3% | $167,490-63.2% |
| Participation rate | 6.3% | 84.9%-78.7pp | 82.8%-76.6pp | 82.1%-75.9pp |
| Annual return | 37.41% | 331.75%-294.3pp | 263.57%-226.2pp | 478.56%-441.1pp |
| Employer contribution / active EE | $3,302 | $5,297-37.7% | $4,829-31.6% | $4,837-31.7% |
| Participant deferral / active EE | $5,946 | $7,750-23.3% | $7,352-19.1% | $6,341-6.2% |
| Admin fee / account holder | $937 | $12,554-92.5% | $10,799-91.3% | $12,309-92.4% |