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 7-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 | $71,408 | $96,305-25.9% | $80,569-11.4% | $139,434-48.8% |
| Participation rate | 61.9% | 73.6%-11.7pp | 67.0%-5.1pp | 80.3%-18.4pp |
| Annual return | 29.14% | 1350.08%-1320.9pp | 935.43%-906.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $3,325 | $3,262+1.9% | $2,723+22.1% | $4,751-30.0% |
| Participant deferral / active EE | $7,326 | $5,232+40.0% | $4,447+64.7% | $6,710+9.2% |
| Admin fee / account holder | $4,043 | $6,599-38.7% | $5,377-24.8% | $11,403-64.5% |