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 | $51,551 | $150,440-65.7% | $136,294-62.2% | $147,584-65.1% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 18.65% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,534 | $5,256-70.8% | $4,695-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $4,123 | $6,630-37.8% | $6,247-34.0% | $5,439-24.2% |
| Admin fee / account holder | $785 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |