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 | $230,224 | $171,865+34.0% | $149,718+53.8% | $147,584+56.0% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 14.20% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,822 | $6,275-39.1% | $5,445-29.8% | $4,876-21.6% |
| Participant deferral / active EE | $9,233 | $7,271+27.0% | $6,569+40.6% | $5,439+69.8% |
| Admin fee / account holder | $12,350 | $13,799-10.5% | $11,283+9.5% | $10,885+13.5% |