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 | $145,741 | $150,440-3.1% | $136,294+6.9% | $147,584-1.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 13.31% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $4,305 | $5,256-18.1% | $4,695-8.3% | $4,876-11.7% |
| Participant deferral / active EE | $29,932 | $6,630+351.4% | $6,247+379.1% | $5,439+450.4% |
| Admin fee / account holder | $14,465 | $10,905+32.6% | $9,243+56.5% | $10,885+32.9% |