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 | $132,529 | $150,440-11.9% | $136,294-2.8% | $147,584-10.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 26.46% | 1049.08%-1022.6pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,648 | $5,256-68.7% | $4,695-64.9% | $4,876-66.2% |
| Participant deferral / active EE | $10,258 | $6,630+54.7% | $6,247+64.2% | $5,439+88.6% |
| Admin fee / account holder | $6,271 | $10,905-42.5% | $9,243-32.2% | $10,885-42.4% |