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 | $106,619 | $150,440-29.1% | $136,294-21.8% | $147,584-27.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.65% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $5,349 | $5,256+1.8% | $4,695+13.9% | $4,876+9.7% |
| Participant deferral / active EE | $10,792 | $6,630+62.8% | $6,247+72.7% | $5,439+98.4% |
| Admin fee / account holder | $652 | $10,905-94.0% | $9,243-93.0% | $10,885-94.0% |