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 | $26,572 | $150,440-82.3% | $136,294-80.5% | $147,584-82.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 28.68% | 1049.08%-1020.4pp | 5155.94%-5127.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $2,391 | $5,256-54.5% | $4,695-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $5,989 | $6,630-9.7% | $6,247-4.1% | $5,439+10.1% |
| Admin fee / account holder | $481 | $10,905-95.6% | $9,243-94.8% | $10,885-95.6% |