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 9-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 | $80,846 | $72,400+11.7% | $67,502+19.8% | $145,922-44.6% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 114.10% | 7182.46%-7068.4pp | 3512.12%-3398.0pp | 561.29%-447.2pp |
| Employer contribution / active EE | $1,528 | $3,069-50.2% | $2,731-44.1% | $4,660-67.2% |
| Participant deferral / active EE | $4,696 | $4,783-1.8% | $4,000+17.4% | $6,688-29.8% |
| Admin fee / account holder | $2,042 | $5,539-63.1% | $3,998-48.9% | $13,397-84.8% |