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 | $38,083 | $150,440-74.7% | $136,294-72.1% | $147,584-74.2% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.62% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,873 | $5,256-64.4% | $4,695-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $5,031 | $6,630-24.1% | $6,247-19.5% | $5,439-7.5% |
| Admin fee / account holder | $731 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |