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 | $97,744 | $99,020-1.3% | $86,590+12.9% | $147,584-33.8% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 15.61% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,362 | $3,132-56.5% | $2,839-52.0% | $4,876-72.1% |
| Participant deferral / active EE | $5,439 | $3,972+36.9% | $3,609+50.7% | $5,4390% |
| Admin fee / account holder | $5,587 | $5,710-2.2% | $4,906+13.9% | $10,885-48.7% |