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 | $171,300 | $72,400+136.6% | $67,502+153.8% | $145,922+17.4% |
| Participation rate | 56.5% | 76.9%-20.3pp | 72.9%-16.4pp | 80.3%-23.8pp |
| Annual return | 22.79% | 7182.46%-7159.7pp | 3512.12%-3489.3pp | 561.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,189 | $4,783+29.4% | $4,000+54.7% | $6,688-7.5% |
| Admin fee / account holder | $4,898 | $5,539-11.6% | $3,998+22.5% | $13,397-63.4% |