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 | $65,693 | $150,440-56.3% | $136,294-51.8% | $147,584-55.5% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 19.08% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,146 | $5,256-40.1% | $4,695-33.0% | $4,876-35.5% |
| Participant deferral / active EE | $9,155 | $6,630+38.1% | $6,247+46.5% | $5,439+68.3% |
| Admin fee / account holder | $1,336 | $10,905-87.8% | $9,243-85.6% | $10,885-87.7% |