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 | $243,043 | $202,318+20.1% | $172,739+40.7% | $152,861+59.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 91.48% | 1029.65%-938.2pp | 802.84%-711.4pp | 345.32%-253.8pp |
| Employer contribution / active EE | $2,181 | $5,856-62.8% | $5,143-57.6% | $4,762-54.2% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,850-40.5% |
| Admin fee / account holder | $1,893 | $17,109-88.9% | $13,954-86.4% | $11,596-83.7% |