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 | $194,261 | $150,440+29.1% | $136,294+42.5% | $147,584+31.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.51% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,823 | $5,256-65.3% | $4,695-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $6,294 | $6,630-5.1% | $6,247+0.7% | $5,439+15.7% |
| Admin fee / account holder | $616 | $10,905-94.4% | $9,243-93.3% | $10,885-94.3% |