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 | $224,727 | $72,492+210.0% | $87,100+158.0% | $72,985+207.9% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 23.66% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,798 | $3,270-45.0% | $4,049-55.6% | $3,607-50.2% |
| Admin fee / account holder | $11,152 | $5,055+120.6% | $7,497+48.8% | $5,124+117.6% |