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 | $168,705 | $209,411-19.4% | $178,490-5.5% | $158,922+6.2% |
| Participation rate | 29.4% | 86.3%-56.9pp | 81.9%-52.5pp | 82.0%-52.5pp |
| Annual return | 12.98% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,772 | $5,706-69.0% | $5,011-64.6% | $4,761-62.8% |
| Participant deferral / active EE | $5,572 | $5,954-6.4% | $5,202+7.1% | $5,982-6.9% |
| Admin fee / account holder | $22,419 | $17,074+31.3% | $13,984+60.3% | $11,246+99.4% |