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 | $216,402 | $70,669+206.2% | $169,368+27.8% | $75,163+187.9% |
| Participation rate | 12.5% | 64.8%-52.3pp | 77.1%-64.6pp | 67.2%-54.7pp |
| Annual return | 19.46% | 36.36%-16.9pp | 405.60%-386.1pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,919 | $4,311-32.3% | $6,221-53.1% | $4,125-29.2% |
| Admin fee / account holder | $6,142 | $5,402+13.7% | $9,003-31.8% | $5,651+8.7% |