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 | $173,494 | $54,705+217.1% | $71,209+143.6% | $84,808+104.6% |
| Participation rate | 54.5% | 64.1%-9.5pp | 73.8%-19.2pp | 68.3%-13.8pp |
| Annual return | 41.45% | 35.90%+5.6pp | 282.51%-241.1pp | 40.90%+0.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,656 | $3,030+218.6% | $4,175+131.3% | $4,212+129.3% |
| Admin fee / account holder | $1,889 | $4,863-61.2% | $5,349-64.7% | $7,344-74.3% |