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 | $73,129 | $150,440-51.4% | $136,294-46.3% | $147,584-50.4% |
| Participation rate | 27.8% | 84.4%-56.6pp | 81.9%-54.1pp | 82.8%-55.1pp |
| Annual return | 12.24% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,008 | $5,256-80.8% | $4,695-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $2,176 | $6,630-67.2% | $6,247-65.2% | $5,439-60.0% |
| Admin fee / account holder | $1,728 | $10,905-84.2% | $9,243-81.3% | $10,885-84.1% |