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 8-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 | $61,707 | $109,817-43.8% | $98,442-37.3% | $167,490-63.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.61% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,472 | $3,224-54.3% | $2,960-50.3% | $4,837-69.6% |
| Participant deferral / active EE | $4,597 | $4,673-1.6% | $4,276+7.5% | $6,341-27.5% |
| Admin fee / account holder | $5,141 | $6,753-23.9% | $5,949-13.6% | $12,309-58.2% |