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 | $149,293 | $150,440-0.8% | $136,294+9.5% | $147,584+1.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 21.39% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,920 | $5,256-63.5% | $4,695-59.1% | $4,876-60.6% |
| Participant deferral / active EE | $9,338 | $6,630+40.8% | $6,247+49.5% | $5,439+71.7% |
| Admin fee / account holder | $1,077 | $10,905-90.1% | $9,243-88.3% | $10,885-90.1% |