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 | $119,795 | $171,865-30.3% | $149,718-20.0% | $147,584-18.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 24.31% | 2113.22%-2088.9pp | 1501.63%-1477.3pp | 578.55%-554.2pp |
| Employer contribution / active EE | $3,913 | $6,275-37.7% | $5,445-28.1% | $4,876-19.8% |
| Participant deferral / active EE | $10,397 | $7,271+43.0% | $6,569+58.3% | $5,439+91.2% |
| Admin fee / account holder | $366 | $13,799-97.3% | $11,283-96.8% | $10,885-96.6% |