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 | $190,923 | $202,318-5.6% | $172,739+10.5% | $152,861+24.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.60% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,443 | $5,856-58.3% | $5,143-52.5% | $4,762-48.7% |
| Participant deferral / active EE | $8,678 | $5,948+45.9% | $5,198+67.0% | $5,850+48.3% |
| Admin fee / account holder | $3,507 | $17,109-79.5% | $13,954-74.9% | $11,596-69.8% |