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 | $123,816 | $202,318-38.8% | $172,739-28.3% | $152,861-19.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 26.20% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,644 | $5,856-71.9% | $5,143-68.0% | $4,762-65.5% |
| Participant deferral / active EE | $3,082 | $5,948-48.2% | $5,198-40.7% | $5,850-47.3% |
| Admin fee / account holder | $3,960 | $17,109-76.9% | $13,954-71.6% | $11,596-65.9% |