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 | $67,649 | $202,318-66.6% | $172,739-60.8% | $152,861-55.7% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.4%-23.4pp |
| Annual return | 80.80% | 1029.65%-948.8pp | 802.84%-722.0pp | 345.32%-264.5pp |
| Employer contribution / active EE | $2,060 | $5,856-64.8% | $5,143-59.9% | $4,762-56.7% |
| Participant deferral / active EE | $4,643 | $5,948-21.9% | $5,198-10.7% | $5,850-20.6% |
| Admin fee / account holder | $638 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |