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 | $169,967 | $198,466-14.4% | $170,442-0.3% | $147,584+15.2% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 31.29% | 257.29%-226.0pp | 205.93%-174.6pp | 578.55%-547.3pp |
| Employer contribution / active EE | $1,673 | $6,184-73.0% | $5,433-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $5,031 | $5,629-10.6% | $4,939+1.9% | $5,439-7.5% |
| Admin fee / account holder | $11,137 | $16,852-33.9% | $13,880-19.8% | $10,885+2.3% |