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 | $183,035 | $56,114+226.2% | $96,139+90.4% | $85,850+113.2% |
| Participation rate | 52.8% | 56.7%-3.9pp | 68.4%-15.7pp | 69.3%-16.5pp |
| Annual return | 19.64% | 42.30%-22.7pp | 191.94%-172.3pp | 318.53%-298.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,969 | $2,859-31.1% | $4,349-54.7% | $3,952-50.2% |
| Admin fee / account holder | $23,336 | $3,768+519.3% | $5,537+321.5% | $6,260+272.8% |