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 | $54,053 | $171,865-68.5% | $149,718-63.9% | $147,584-63.4% |
| Participation rate | 63.2% | 88.2%-25.0pp | 87.1%-23.9pp | 82.8%-19.7pp |
| Annual return | 38.28% | 2113.22%-2074.9pp | 1501.63%-1463.3pp | 578.55%-540.3pp |
| Employer contribution / active EE | $2,579 | $6,275-58.9% | $5,445-52.6% | $4,876-47.1% |
| Participant deferral / active EE | $3,749 | $7,271-48.4% | $6,569-42.9% | $5,439-31.1% |
| Admin fee / account holder | $2,636 | $13,799-80.9% | $11,283-76.6% | $10,885-75.8% |