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 | $247,561 | $124,319+99.1% | $111,297+122.4% | $167,490+47.8% |
| Participation rate | 46.7% | 79.6%-32.9pp | 77.3%-30.6pp | 82.1%-35.4pp |
| Annual return | 9.94% | 37.44%-27.5pp | 54.65%-44.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,155 | $5,180-39.1% | $4,487-29.7% | $6,341-50.2% |
| Admin fee / account holder | $14,826 | $10,618+39.6% | $7,964+86.2% | $12,309+20.4% |