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 | $160,681 | $91,552+75.5% | $133,956+20.0% | $79,858+101.2% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.2pp |
| Annual return | 27.59% | 61.85%-34.3pp | 45.09%-17.5pp | 31.71%-4.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,843 | $3,733+56.5% | $5,048+15.8% | $3,740+56.2% |
| Admin fee / account holder | $19,847 | $6,321+214.0% | $8,927+122.3% | $5,306+274.0% |