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 | $168,358 | $110,261+52.7% | $95,745+75.8% | $139,434+20.7% |
| Participation rate | 43.8% | 75.8%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 10.56% | 27.11%-16.5pp | 28.35%-17.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,586 | $4,676-1.9% | $4,245+8.0% | $6,710-31.7% |
| Admin fee / account holder | $19,969 | $6,613+202.0% | $5,678+251.7% | $11,403+75.1% |