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 | $39,596 | $202,318-80.4% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.4%-46.7pp |
| Annual return | 22.46% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,357 | $5,856-42.7% | $5,143-34.7% | $4,762-29.5% |
| Participant deferral / active EE | $4,852 | $5,948-18.4% | $5,198-6.6% | $5,850-17.1% |
| Admin fee / account holder | $686 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |