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 10-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 | $194,853 | $171,865+13.4% | $149,718+30.1% | $147,584+32.0% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 36.30% | 2113.22%-2076.9pp | 1501.63%-1465.3pp | 578.55%-542.2pp |
| Employer contribution / active EE | $1,585 | $6,275-74.7% | $5,445-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $8,000 | $7,271+10.0% | $6,569+21.8% | $5,439+47.1% |
| Admin fee / account holder | $4,885 | $13,799-64.6% | $11,283-56.7% | $10,885-55.1% |