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 | $130,344 | $202,318-35.6% | $172,739-24.5% | $152,861-14.7% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 22.79% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,141 | $5,856-63.4% | $5,143-58.4% | $4,762-55.0% |
| Participant deferral / active EE | $5,147 | $5,948-13.5% | $5,198-1.0% | $5,850-12.0% |
| Admin fee / account holder | $8,480 | $17,109-50.4% | $13,954-39.2% | $11,596-26.9% |