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 | $83,334 | $150,440-44.6% | $136,294-38.9% | $147,584-43.5% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 13.46% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,458 | $5,256-53.2% | $4,695-47.6% | $4,876-49.6% |
| Participant deferral / active EE | $4,329 | $6,630-34.7% | $6,247-30.7% | $5,439-20.4% |
| Admin fee / account holder | $656 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |