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 | $83,767 | $202,318-58.6% | $172,739-51.5% | $152,861-45.2% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 25.38% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,554 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $4,128 | $5,948-30.6% | $5,198-20.6% | $5,850-29.4% |
| Admin fee / account holder | $527 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |