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 5-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 | $11,521 | $88,751-87.0% | $81,812-85.9% | $145,922-92.1% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 13.68% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,365 | $3,083-55.7% | $2,912-53.1% | $4,660-70.7% |
| Participant deferral / active EE | $1,409 | $4,643-69.7% | $4,319-67.4% | $6,688-78.9% |
| Admin fee / account holder | $761 | $8,415-91.0% | $7,386-89.7% | $13,397-94.3% |