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 6-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 | $49,003 | $159,901-69.4% | $146,958-66.7% | $145,922-66.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 209.73% | 98.13%+111.6pp | 418.34%-208.6pp | 561.29%-351.6pp |
| Employer contribution / active EE | $14,980 | $5,286+183.4% | $4,933+203.7% | $4,660+221.5% |
| Participant deferral / active EE | $30,167 | $8,428+257.9% | $8,070+273.8% | $6,688+351.1% |
| Admin fee / account holder | $23,249 | $15,044+54.5% | $12,998+78.9% | $13,397+73.5% |