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 | $127,565 | $150,440-15.2% | $136,294-6.4% | $147,584-13.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 12.83% | 1049.08%-1036.3pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,394 | $5,256-73.5% | $4,695-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $4,472 | $6,630-32.6% | $6,247-28.4% | $5,439-17.8% |
| Admin fee / account holder | $8,676 | $10,905-20.4% | $9,243-6.1% | $10,885-20.3% |