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 | $98,002 | $150,440-34.9% | $136,294-28.1% | $147,584-33.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,486 | $5,256-52.7% | $4,695-47.1% | $4,876-49.0% |
| Participant deferral / active EE | $5,123 | $6,630-22.7% | $6,247-18.0% | $5,439-5.8% |
| Admin fee / account holder | $597 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |