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 | $107,537 | $124,185-13.4% | $108,410-0.8% | $167,490-35.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.97% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,358 | $4,187-67.6% | $3,558-61.8% | $4,837-71.9% |
| Participant deferral / active EE | $5,803 | $6,908-16.0% | $6,563-11.6% | $6,341-8.5% |
| Admin fee / account holder | $3,623 | $9,455-61.7% | $7,295-50.3% | $12,309-70.6% |