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 | $87,340 | $53,127+64.4% | $86,590+0.9% | $70,131+24.5% |
| Participation rate | 42.9% | 65.3%-22.5pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 17.88% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,909 | $2,696-29.2% | $3,609-47.1% | $3,332-42.7% |
| Admin fee / account holder | $1,900 | $3,585-47.0% | $4,906-61.3% | $4,645-59.1% |