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 | $53,288 | $171,865-69.0% | $149,718-64.4% | $147,584-63.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 25.71% | 2113.22%-2087.5pp | 1501.63%-1475.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $4,365 | $6,275-30.4% | $5,445-19.8% | $4,876-10.5% |
| Participant deferral / active EE | $8,355 | $7,271+14.9% | $6,569+27.2% | $5,439+53.6% |
| Admin fee / account holder | $816 | $13,799-94.1% | $11,283-92.8% | $10,885-92.5% |