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 | $46,325 | $150,440-69.2% | $136,294-66.0% | $147,584-68.6% |
| Participation rate | 47.6% | 84.4%-36.8pp | 81.9%-34.3pp | 82.8%-35.2pp |
| Annual return | 16.87% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,119 | $5,256-78.7% | $4,695-76.2% | $4,876-77.0% |
| Participant deferral / active EE | $2,587 | $6,630-61.0% | $6,247-58.6% | $5,439-52.4% |
| Admin fee / account holder | $901 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |