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 | $97,033 | $63,346+53.2% | $92,233+5.2% | $70,131+38.4% |
| Participation rate | 37.2% | 68.7%-31.5pp | 76.5%-39.3pp | 69.5%-32.4pp |
| Annual return | 12.62% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $765 | $2,471-69.0% | $3,679-79.2% | $2,342-67.3% |
| Participant deferral / active EE | $2,679 | $2,854-6.1% | $3,897-31.2% | $3,332-19.6% |
| Admin fee / account holder | $12,631 | $3,840+228.9% | $5,194+143.2% | $4,645+171.9% |