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 | $83,392 | $171,865-51.5% | $149,718-44.3% | $147,584-43.5% |
| Participation rate | 52.9% | 88.2%-35.2pp | 87.1%-34.1pp | 82.8%-29.9pp |
| Annual return | 18.09% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,844 | $6,275-70.6% | $5,445-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $3,765 | $7,271-48.2% | $6,569-42.7% | $5,439-30.8% |
| Admin fee / account holder | $16,516 | $13,799+19.7% | $11,283+46.4% | $10,885+51.7% |