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 | $74,261 | $109,817-32.4% | $98,442-24.6% | $167,490-55.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 14.32% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,619 | $3,224-49.8% | $2,960-45.3% | $4,837-66.5% |
| Participant deferral / active EE | $4,421 | $4,673-5.4% | $4,276+3.4% | $6,341-30.3% |
| Admin fee / account holder | $13,286 | $6,753+96.8% | $5,949+123.3% | $12,309+7.9% |