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 3-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 | $22,105 | $76,785-71.2% | $56,441-60.8% | $145,959-84.9% |
| Participation rate | 59.1% | 63.2%-4.2pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 97.28% | 3000.51%-2903.2pp | 1704.21%-1606.9pp | 561.95%-464.7pp |
| Employer contribution / active EE | $1,624 | $1,381+17.6% | $1,039+56.3% | $4,661-65.2% |
| Participant deferral / active EE | $3,210 | $2,624+22.4% | $1,953+64.4% | $6,689-52.0% |
| Admin fee / account holder | $305 | $3,334-90.9% | $2,829-89.2% | $13,398-97.7% |