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 | $118,462 | $209,832-43.5% | $189,513-37.5% | $167,490-29.3% |
| Participation rate | 61.1% | 88.7%-27.6pp | 87.8%-26.7pp | 82.1%-21.0pp |
| Annual return | 13.18% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $7,522 | $6,914+8.8% | $6,162+22.1% | $4,837+55.5% |
| Participant deferral / active EE | $11,481 | $8,935+28.5% | $8,221+39.6% | $6,341+81.0% |
| Admin fee / account holder | $8,634 | $14,293-39.6% | $12,045-28.3% | $12,309-29.9% |