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 | $35,060 | $150,440-76.7% | $136,294-74.3% | $147,584-76.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,087 | $5,256-60.3% | $4,695-55.5% | $4,876-57.2% |
| Participant deferral / active EE | $3,398 | $6,630-48.8% | $6,247-45.6% | $5,439-37.5% |
| Admin fee / account holder | $14,102 | $10,905+29.3% | $9,243+52.6% | $10,885+29.6% |