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 | $85,658 | $150,440-43.1% | $136,294-37.2% | $147,584-42.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 16.86% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,019 | $5,256-42.6% | $4,695-35.7% | $4,876-38.1% |
| Participant deferral / active EE | $4,513 | $6,630-31.9% | $6,247-27.8% | $5,439-17.0% |
| Admin fee / account holder | $832 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |