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 | $139,904 | $102,604+36.4% | $86,188+62.3% | $139,434+0.3% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 19.36% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,629 | $3,032-46.3% | $2,380-31.5% | $4,751-65.7% |
| Participant deferral / active EE | $3,484 | $4,676-25.5% | $3,985-12.6% | $6,710-48.1% |
| Admin fee / account holder | $1,004 | $8,657-88.4% | $6,852-85.4% | $11,403-91.2% |