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 | $38,368 | $150,440-74.5% | $136,294-71.8% | $147,584-74.0% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 30.19% | 1049.08%-1018.9pp | 5155.94%-5125.7pp | 578.55%-548.4pp |
| Employer contribution / active EE | $4,855 | $5,256-7.6% | $4,695+3.4% | $4,876-0.4% |
| Participant deferral / active EE | $8,224 | $6,630+24.0% | $6,247+31.6% | $5,439+51.2% |
| Admin fee / account holder | $12,460 | $10,905+14.3% | $9,243+34.8% | $10,885+14.5% |