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 | $29,653 | $124,185-76.1% | $108,410-72.6% | $167,490-82.3% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 18.94% | 1379.64%-1360.7pp | 905.27%-886.3pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,561 | $4,187-62.7% | $3,558-56.1% | $4,837-67.7% |
| Participant deferral / active EE | $3,305 | $6,908-52.2% | $6,563-49.6% | $6,341-47.9% |
| Admin fee / account holder | $1,279 | $9,455-86.5% | $7,295-82.5% | $12,309-89.6% |