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 | $81,412 | $150,440-45.9% | $136,294-40.3% | $147,584-44.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 10.94% | 1049.08%-1038.1pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $8,899 | $5,256+69.3% | $4,695+89.5% | $4,876+82.5% |
| Participant deferral / active EE | $3,989 | $6,630-39.8% | $6,247-36.2% | $5,439-26.7% |
| Admin fee / account holder | $6,056 | $10,905-44.5% | $9,243-34.5% | $10,885-44.4% |