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 | $248,178 | $61,774+301.8% | $97,226+155.3% | $80,856+206.9% |
| Participation rate | 27.7% | 63.5%-35.8pp | 72.7%-45.0pp | 67.6%-40.0pp |
| Annual return | 11.51% | -557.90%+569.4pp | 75.13%-63.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,524 | $3,029+16.4% | $4,264-17.3% | $4,296-18.0% |
| Admin fee / account holder | $7,157 | $5,166+38.5% | $5,654+26.6% | $6,918+3.4% |