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 | $159,762 | $180,449-11.5% | $154,107+3.7% | $135,375+18.0% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -4.15% | 888.09%-892.2pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,683 | $6,035-72.1% | $5,298-68.2% | $4,779-64.8% |
| Participant deferral / active EE | $4,419 | $5,806-23.9% | $5,081-13.0% | $5,609-21.2% |
| Admin fee / account holder | $26,018 | $16,143+61.2% | $13,411+94.0% | $10,827+140.3% |