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 | $141,848 | $202,318-29.9% | $172,739-17.9% | $152,861-7.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.58% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $8,696 | $5,856+48.5% | $5,143+69.1% | $4,762+82.6% |
| Participant deferral / active EE | $4,868 | $5,948-18.2% | $5,198-6.4% | $5,850-16.8% |
| Admin fee / account holder | $3,987 | $17,109-76.7% | $13,954-71.4% | $11,596-65.6% |