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 | $148,156 | $51,604+187.1% | $129,295+14.6% | $80,874+83.2% |
| Participation rate | 44.7% | 57.0%-12.3pp | 69.6%-24.9pp | 67.6%-23.0pp |
| Annual return | 13.42% | 20.76%-7.3pp | 9429.28%-9415.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,403 | $2,670+102.3% | $4,169+29.6% | $4,297+25.7% |
| Admin fee / account holder | $20,750 | $4,310+381.5% | $7,665+170.7% | $6,935+199.2% |