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 | $183,728 | $105,931+73.4% | $81,930+124.3% | $158,922+15.6% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.4pp | 82.0%-26.4pp |
| Annual return | 11.94% | 38.17%-26.2pp | 29.49%-17.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,085 | $13,003-60.9% | $7,107-28.4% | $5,982-15.0% |
| Admin fee / account holder | $7,635 | $8,489-10.1% | $5,158+48.0% | $11,246-32.1% |