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 | $133,153 | $150,440-11.5% | $136,294-2.3% | $147,584-9.8% |
| Participation rate | 35.0% | 84.4%-49.4pp | 81.9%-46.9pp | 82.8%-47.8pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,470 | $5,256-72.0% | $4,695-68.7% | $4,876-69.9% |
| Participant deferral / active EE | $3,161 | $6,630-52.3% | $6,247-49.4% | $5,439-41.9% |
| Admin fee / account holder | $1,494 | $10,905-86.3% | $9,243-83.8% | $10,885-86.3% |