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 | $178,436 | $29,660+501.6% | $56,411+216.3% | $80,856+120.7% |
| Participation rate | 30.3% | 41.6%-11.3pp | 52.5%-22.2pp | 67.6%-37.3pp |
| Annual return | 12.32% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,166 | $1,226+402.9% | $1,952+215.9% | $4,296+43.5% |
| Admin fee / account holder | $24,148 | $2,428+894.8% | $2,829+753.7% | $6,918+249.1% |