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 | $61,412 | $109,817-44.1% | $98,442-37.6% | $167,490-63.3% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 40.96% | 1956.69%-1915.7pp | 1492.73%-1451.8pp | 478.56%-437.6pp |
| Employer contribution / active EE | $1,389 | $3,224-56.9% | $2,960-53.1% | $4,837-71.3% |
| Participant deferral / active EE | $2,006 | $4,673-57.1% | $4,276-53.1% | $6,341-68.4% |
| Admin fee / account holder | $5,379 | $6,753-20.3% | $5,949-9.6% | $12,309-56.3% |