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 | $74,643 | $109,817-32.0% | $98,442-24.2% | $167,490-55.4% |
| Participation rate | 35.7% | 75.8%-40.1pp | 73.3%-37.6pp | 82.1%-46.4pp |
| Annual return | 29.64% | 1956.69%-1927.1pp | 1492.73%-1463.1pp | 478.56%-448.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,274 | $4,673-8.5% | $4,2760% | $6,341-32.6% |
| Admin fee / account holder | $707 | $6,753-89.5% | $5,949-88.1% | $12,309-94.3% |