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 | $237,641 | $154,117+54.2% | $129,995+82.8% | $139,434+70.4% |
| Participation rate | 61.1% | 82.0%-20.8pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 17.53% | 32.48%-14.9pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,157 | $6,710+21.6% | $5,820+40.2% | $6,710+21.6% |
| Admin fee / account holder | $23,870 | $14,007+70.4% | $10,614+124.9% | $11,403+109.3% |