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 | $44,207 | $150,440-70.6% | $136,294-67.6% | $147,584-70.0% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 21.20% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,100 | $5,256-41.0% | $4,695-34.0% | $4,876-36.4% |
| Participant deferral / active EE | $6,790 | $6,630+2.4% | $6,247+8.7% | $5,439+24.8% |
| Admin fee / account holder | $446 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |