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 | $190,451 | $190,805-0.2% | $159,960+19.1% | $134,475+41.6% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -14.64% | 552.23%-566.9pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,323 | $4,995-73.5% | $4,226-68.7% | $4,740-72.1% |
| Participant deferral / active EE | $4,670 | $6,923-32.5% | $6,182-24.5% | $6,400-27.0% |
| Admin fee / account holder | $1,713 | $10,471-83.6% | $8,698-80.3% | $11,426-85.0% |