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 5-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 | $11,373 | $96,305-88.2% | $80,569-85.9% | $139,434-91.8% |
| Participation rate | 56.5% | 73.6%-17.1pp | 67.0%-10.5pp | 80.3%-23.8pp |
| Annual return | 154.32% | 1350.08%-1195.8pp | 935.43%-781.1pp | 372.94%-218.6pp |
| Employer contribution / active EE | $1,311 | $3,262-59.8% | $2,723-51.9% | $4,751-72.4% |
| Participant deferral / active EE | $4,720 | $5,232-9.8% | $4,447+6.1% | $6,710-29.7% |
| Admin fee / account holder | $456 | $6,599-93.1% | $5,377-91.5% | $11,403-96.0% |