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 | $69,335 | $99,020-30.0% | $86,590-19.9% | $147,584-53.0% |
| Participation rate | 23.1% | 76.3%-53.3pp | 73.5%-50.5pp | 82.8%-59.8pp |
| Annual return | 19542.98% | 1312.34%+18230.6pp | 964.84%+18578.1pp | 578.55%+18964.4pp |
| Employer contribution / active EE | $549 | $3,132-82.5% | $2,839-80.7% | $4,876-88.7% |
| Participant deferral / active EE | $898 | $3,972-77.4% | $3,609-75.1% | $5,439-83.5% |
| Admin fee / account holder | $399 | $5,710-93.0% | $4,906-91.9% | $10,885-96.3% |