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 | $121,378 | $150,440-19.3% | $136,294-10.9% | $147,584-17.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.62% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,408 | $5,256-54.2% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $8,803 | $6,630+32.8% | $6,247+40.9% | $5,439+61.9% |
| Admin fee / account holder | $6,365 | $10,905-41.6% | $9,243-31.1% | $10,885-41.5% |