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 | $86,935 | $150,440-42.2% | $136,294-36.2% | $147,584-41.1% |
| Participation rate | 15.0% | 84.4%-69.4pp | 81.9%-66.9pp | 82.8%-67.8pp |
| Annual return | 13.82% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $5,413 | $5,256+3.0% | $4,695+15.3% | $4,876+11.0% |
| Participant deferral / active EE | $6,822 | $6,630+2.9% | $6,247+9.2% | $5,439+25.4% |
| Admin fee / account holder | $2,759 | $10,905-74.7% | $9,243-70.1% | $10,885-74.7% |