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 | $78,150 | $150,440-48.1% | $136,294-42.7% | $147,584-47.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,580 | $5,256-50.9% | $4,695-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $7,147 | $6,630+7.8% | $6,247+14.4% | $5,439+31.4% |
| Admin fee / account holder | $11,315 | $10,905+3.8% | $9,243+22.4% | $10,885+3.9% |