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 7-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 | $68,564 | $209,832-67.3% | $189,513-63.8% | $167,490-59.1% |
| Participation rate | 59.1% | 88.7%-29.6pp | 87.8%-28.7pp | 82.1%-23.0pp |
| Annual return | 29.41% | 748.27%-718.9pp | 555.15%-525.7pp | 478.56%-449.1pp |
| Employer contribution / active EE | $1,852 | $6,914-73.2% | $6,162-69.9% | $4,837-61.7% |
| Participant deferral / active EE | $5,626 | $8,935-37.0% | $8,221-31.6% | $6,341-11.3% |
| Admin fee / account holder | $987 | $14,293-93.1% | $12,045-91.8% | $12,309-92.0% |