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 | $81,188 | $88,751-8.5% | $81,812-0.8% | $145,922-44.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 26.18% | 1025.40%-999.2pp | 773.79%-747.6pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,300 | $3,083-57.9% | $2,912-55.4% | $4,660-72.1% |
| Participant deferral / active EE | $1,300 | $4,643-72.0% | $4,319-69.9% | $6,688-80.6% |
| Admin fee / account holder | $434 | $8,415-94.8% | $7,386-94.1% | $13,397-96.8% |