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 | $33,671 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 30.00% | 1049.08%-1019.1pp | 5155.94%-5125.9pp | 578.55%-548.6pp |
| Employer contribution / active EE | $1,715 | $5,256-67.4% | $4,695-63.5% | $4,876-64.8% |
| Participant deferral / active EE | $7,363 | $6,630+11.0% | $6,247+17.9% | $5,439+35.4% |
| Admin fee / account holder | $1,489 | $10,905-86.3% | $9,243-83.9% | $10,885-86.3% |