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 | $228,285 | $89,753+154.3% | $107,525+112.3% | $84,808+169.2% |
| Participation rate | 39.5% | 68.1%-28.5pp | 75.1%-35.5pp | 68.3%-28.8pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,355 | $4,056+7.4% | $5,116-14.9% | $4,212+3.4% |
| Admin fee / account holder | $6,567 | $7,222-9.1% | $8,919-26.4% | $7,344-10.6% |