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 | $62,222 | $150,440-58.6% | $136,294-54.3% | $147,584-57.8% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 14.34% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,805 | $5,256-65.7% | $4,695-61.6% | $4,876-63.0% |
| Participant deferral / active EE | $4,224 | $6,630-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $456 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |