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 | $58,127 | $209,832-72.3% | $189,513-69.3% | $167,490-65.3% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.3pp | 82.1%-26.5pp |
| Annual return | 22.84% | 748.27%-725.4pp | 555.15%-532.3pp | 478.56%-455.7pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,868 | $8,935-56.7% | $8,221-52.9% | $6,341-39.0% |
| Admin fee / account holder | $1,572 | $14,293-89.0% | $12,045-86.9% | $12,309-87.2% |