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 | $207,004 | $86,286+139.9% | $111,297+86.0% | $85,850+141.1% |
| Participation rate | 33.3% | 73.3%-40.0pp | 77.3%-44.0pp | 69.3%-36.0pp |
| Annual return | 20.28% | 19.99%+0.3pp | 54.65%-34.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,816 | $3,641-22.6% | $4,487-37.2% | $3,952-28.7% |
| Admin fee / account holder | $792 | $8,188-90.3% | $7,964-90.1% | $6,260-87.3% |