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 | $178,254 | $70,428+153.1% | $96,562+84.6% | $85,850+107.6% |
| Participation rate | 25.7% | 61.8%-36.1pp | 69.8%-44.1pp | 69.3%-43.6pp |
| Annual return | 12.20% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,491 | $2,894-48.5% | $3,849-61.3% | $3,952-62.3% |
| Admin fee / account holder | $2,633 | $4,997-47.3% | $6,181-57.4% | $6,260-57.9% |