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 | $240,702 | $65,041+270.1% | $90,951+164.6% | $79,858+201.4% |
| Participation rate | 46.3% | 61.6%-15.3pp | 69.0%-22.7pp | 69.6%-23.3pp |
| Annual return | 15.74% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,756 | $2,512+49.5% | $3,373+11.4% | $3,740+0.4% |
| Admin fee / account holder | $6,482 | $4,536+42.9% | $5,959+8.8% | $5,306+22.1% |