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 | $188,554 | $64,324+193.1% | $118,925+58.5% | $79,858+136.1% |
| Participation rate | 58.6% | 64.9%-6.2pp | 75.4%-16.8pp | 69.6%-11.0pp |
| Annual return | 14.19% | 86.45%-72.3pp | 35.88%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,943 | $2,824+145.9% | $4,265+62.8% | $3,740+85.6% |
| Admin fee / account holder | $7,701 | $4,040+90.6% | $6,581+17.0% | $5,306+45.1% |