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 | $208,189 | $203,436+2.3% | $152,466+36.5% | $167,490+24.3% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.2%-35.3pp | 82.1%-39.2pp |
| Annual return | 11.92% | 13.80%-1.9pp | 757.33%-745.4pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,493 | $6,716-3.3% | $5,820+11.6% | $6,341+2.4% |
| Admin fee / account holder | $5,000 | $22,506-77.8% | $15,805-68.4% | $12,309-59.4% |