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 | $126,875 | $171,865-26.2% | $149,718-15.3% | $147,584-14.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 14.52% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,247 | $6,275-64.2% | $5,445-58.7% | $4,876-53.9% |
| Participant deferral / active EE | $5,507 | $7,271-24.3% | $6,569-16.2% | $5,439+1.2% |
| Admin fee / account holder | $58,457 | $13,799+323.6% | $11,283+418.1% | $10,885+437.0% |