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 | $34,355 | $150,440-77.2% | $136,294-74.8% | $147,584-76.7% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 16.90% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,364 | $5,256-74.0% | $4,695-70.9% | $4,876-72.0% |
| Participant deferral / active EE | $2,691 | $6,630-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $4,415 | $10,905-59.5% | $9,243-52.2% | $10,885-59.4% |