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 | $81,348 | $150,440-45.9% | $136,294-40.3% | $147,584-44.9% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 18.01% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,083 | $5,256-79.4% | $4,695-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $2,686 | $6,630-59.5% | $6,247-57.0% | $5,439-50.6% |
| Admin fee / account holder | $3,763 | $10,905-65.5% | $9,243-59.3% | $10,885-65.4% |