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 | $162,333 | $107,934+50.4% | $91,989+76.5% | $152,861+6.2% |
| Participation rate | 33.3% | 81.2%-47.8pp | 78.6%-45.3pp | 82.4%-49.1pp |
| Annual return | 23.75% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,750 | $6,364-9.6% | $5,923-2.9% | $5,850-1.7% |
| Admin fee / account holder | $4,419 | $10,520-58.0% | $7,743-42.9% | $11,596-61.9% |