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 | $43,635 | $150,440-71.0% | $136,294-68.0% | $147,584-70.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 21.69% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,129 | $5,256-40.5% | $4,695-33.4% | $4,876-35.8% |
| Participant deferral / active EE | $7,611 | $6,630+14.8% | $6,247+21.8% | $5,439+39.9% |
| Admin fee / account holder | $2,877 | $10,905-73.6% | $9,243-68.9% | $10,885-73.6% |