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 | $56,188 | $150,440-62.7% | $136,294-58.8% | $147,584-61.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 21.65% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,842 | $5,256-64.9% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $3,528 | $6,630-46.8% | $6,247-43.5% | $5,439-35.1% |
| Admin fee / account holder | $12,760 | $10,905+17.0% | $9,243+38.0% | $10,885+17.2% |