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 | $146,961 | $159,901-8.1% | $146,9580% | $145,922+0.7% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 41.36% | 98.13%-56.8pp | 418.34%-377.0pp | 561.29%-519.9pp |
| Employer contribution / active EE | $1,729 | $5,286-67.3% | $4,933-64.9% | $4,660-62.9% |
| Participant deferral / active EE | $4,079 | $8,428-51.6% | $8,070-49.5% | $6,688-39.0% |
| Admin fee / account holder | $1,043 | $15,044-93.1% | $12,998-92.0% | $13,397-92.2% |