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 | $168,407 | $150,440+11.9% | $136,294+23.6% | $147,584+14.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.14% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,542 | $5,256-70.7% | $4,695-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $4,025 | $6,630-39.3% | $6,247-35.6% | $5,439-26.0% |
| Admin fee / account holder | $2,945 | $10,905-73.0% | $9,243-68.1% | $10,885-72.9% |