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 | $108,785 | $150,440-27.7% | $136,294-20.2% | $147,584-26.3% |
| Participation rate | 47.8% | 84.4%-36.6pp | 81.9%-34.1pp | 82.8%-35.0pp |
| Annual return | 16.41% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $957 | $5,256-81.8% | $4,695-79.6% | $4,876-80.4% |
| Participant deferral / active EE | $3,590 | $6,630-45.9% | $6,247-42.5% | $5,439-34.0% |
| Admin fee / account holder | $6,310 | $10,905-42.1% | $9,243-31.7% | $10,885-42.0% |