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 | $117,234 | $150,440-22.1% | $136,294-14.0% | $147,584-20.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.71% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,203 | $5,256-58.1% | $4,695-53.1% | $4,876-54.8% |
| Participant deferral / active EE | $8,698 | $6,630+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $4,711 | $10,905-56.8% | $9,243-49.0% | $10,885-56.7% |