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 | $215,177 | $95,561+125.2% | $77,163+178.9% | $139,434+54.3% |
| Participation rate | 56.3% | 73.9%-17.7pp | 69.6%-13.3pp | 80.3%-24.1pp |
| Annual return | 16.17% | 54.92%-38.8pp | 37.87%-21.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,271 | $4,624-7.6% | $3,833+11.4% | $6,710-36.3% |
| Admin fee / account holder | $3,687 | $8,295-55.5% | $5,472-32.6% | $11,403-67.7% |