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 | $87,800 | $171,865-48.9% | $149,718-41.4% | $147,584-40.5% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 9.35% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,748 | $6,275-72.2% | $5,445-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $3,752 | $7,271-48.4% | $6,569-42.9% | $5,439-31.0% |
| Admin fee / account holder | $2,698 | $13,799-80.4% | $11,283-76.1% | $10,885-75.2% |