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 | $98,823 | $156,846-37.0% | $121,098-18.4% | $139,434-29.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 16.39% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,683 | $5,536-69.6% | $4,164-59.6% | $4,751-64.6% |
| Participant deferral / active EE | $3,906 | $4,844-19.4% | $4,080-4.3% | $6,710-41.8% |
| Admin fee / account holder | $847 | $6,946-87.8% | $5,644-85.0% | $11,403-92.6% |