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 | $72,636 | $202,318-64.1% | $172,739-58.0% | $152,861-52.5% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 19.34% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,858 | $5,856-68.3% | $5,143-63.9% | $4,762-61.0% |
| Participant deferral / active EE | $3,488 | $5,948-41.4% | $5,198-32.9% | $5,850-40.4% |
| Admin fee / account holder | $788 | $17,109-95.4% | $13,954-94.4% | $11,596-93.2% |