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 | $79,294 | $150,440-47.3% | $136,294-41.8% | $147,584-46.3% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 12.07% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,605 | $5,256-69.5% | $4,695-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $4,742 | $6,630-28.5% | $6,247-24.1% | $5,439-12.8% |
| Admin fee / account holder | $419 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |