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 | $40,616 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 36.99% | 1049.08%-1012.1pp | 5155.94%-5118.9pp | 578.55%-541.6pp |
| Employer contribution / active EE | $2,212 | $5,256-57.9% | $4,695-52.9% | $4,876-54.6% |
| Participant deferral / active EE | $7,896 | $6,630+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $2,305 | $10,905-78.9% | $9,243-75.1% | $10,885-78.8% |