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 | $64,012 | $100,852-36.5% | $90,404-29.2% | $158,922-59.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 28.36% | 1724.20%-1695.8pp | 1293.02%-1264.7pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,232 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $801 | $4,348-81.6% | $3,963-79.8% | $5,982-86.6% |
| Admin fee / account holder | $871 | $6,501-86.6% | $5,611-84.5% | $11,246-92.3% |