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 | $134,955 | $150,440-10.3% | $136,294-1.0% | $147,584-8.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 18.91% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,099 | $5,256-60.1% | $4,695-55.3% | $4,876-57.0% |
| Participant deferral / active EE | $5,853 | $6,630-11.7% | $6,247-6.3% | $5,439+7.6% |
| Admin fee / account holder | $1,159 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |