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 | $71,418 | $150,440-52.5% | $136,294-47.6% | $147,584-51.6% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 52.83% | 1049.08%-996.3pp | 5155.94%-5103.1pp | 578.55%-525.7pp |
| Employer contribution / active EE | $1,159 | $5,256-78.0% | $4,695-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $5,333 | $6,630-19.6% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $686 | $10,905-93.7% | $9,243-92.6% | $10,885-93.7% |