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 | $112,013 | $63,346+76.8% | $92,233+21.4% | $70,131+59.7% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 16.93% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,399 | $2,854-51.0% | $3,897-64.1% | $3,332-58.0% |
| Admin fee / account holder | $4,430 | $3,840+15.4% | $5,194-14.7% | $4,645-4.6% |