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 | $243,868 | $202,318+20.5% | $172,739+41.2% | $152,861+59.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 15.52% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,462 | $5,856-75.0% | $5,143-71.6% | $4,762-69.3% |
| Participant deferral / active EE | $4,160 | $5,948-30.1% | $5,198-20.0% | $5,850-28.9% |
| Admin fee / account holder | $7,547 | $17,109-55.9% | $13,954-45.9% | $11,596-34.9% |