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 | $172,938 | $53,516+223.2% | $126,539+36.7% | $84,808+103.9% |
| Participation rate | 28.4% | 58.2%-29.9pp | 69.8%-41.5pp | 68.3%-40.0pp |
| Annual return | 17.96% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,716 | $2,671+1.7% | $4,083-33.5% | $4,212-35.5% |
| Admin fee / account holder | $3,036 | $4,497-32.5% | $6,065-49.9% | $7,344-58.7% |