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 | $171,033 | $81,208+110.6% | $98,907+72.9% | $79,858+114.2% |
| Participation rate | 39.3% | 72.5%-33.2pp | 76.0%-36.7pp | 69.6%-30.3pp |
| Annual return | 14.78% | 60.99%-46.2pp | 196.43%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,640 | $3,265-49.8% | $4,244-61.4% | $3,740-56.2% |
| Admin fee / account holder | $2,670 | $6,013-55.6% | $6,642-59.8% | $5,306-49.7% |