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 | $107,863 | $46,869+130.1% | $122,332-11.8% | $70,131+53.8% |
| Participation rate | 20.7% | 58.2%-37.5pp | 71.6%-50.9pp | 69.5%-48.9pp |
| Annual return | 19.41% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,476 | $2,166-31.9% | $3,287-55.1% | $3,332-55.7% |
| Admin fee / account holder | $13,038 | $3,322+292.4% | $5,478+138.0% | $4,645+180.7% |