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 | $64,997 | $150,440-56.8% | $136,294-52.3% | $147,584-56.0% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 18.12% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,725 | $5,256-67.2% | $4,695-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $3,184 | $6,630-52.0% | $6,247-49.0% | $5,439-41.4% |
| Admin fee / account holder | $2,465 | $10,905-77.4% | $9,243-73.3% | $10,885-77.4% |