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 | $55,597 | $202,318-72.5% | $172,739-67.8% | $152,861-63.6% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 20.55% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,619 | $5,856-72.4% | $5,143-68.5% | $4,762-66.0% |
| Participant deferral / active EE | $2,847 | $5,948-52.1% | $5,198-45.2% | $5,850-51.3% |
| Admin fee / account holder | $1,447 | $17,109-91.5% | $13,954-89.6% | $11,596-87.5% |