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 | $50,339 | $150,440-66.5% | $136,294-63.1% | $147,584-65.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.01% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,149 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $2,724 | $6,630-58.9% | $6,247-56.4% | $5,439-49.9% |
| Admin fee / account holder | $2,251 | $10,905-79.4% | $9,243-75.6% | $10,885-79.3% |