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 | $136,055 | $24,730+450.2% | $66,042+106.0% | $84,808+60.4% |
| Participation rate | 27.3% | 68.1%-40.8pp | 67.5%-40.2pp | 68.3%-41.0pp |
| Annual return | 14.34% | 79.55%-65.2pp | 52.11%-37.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,277 | $1,737+31.1% | $2,835-19.7% | $4,212-45.9% |
| Admin fee / account holder | $5,119 | $3,014+69.8% | $5,747-10.9% | $7,344-30.3% |