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 | $152,605 | $85,766+77.9% | $136,294+12.0% | $70,131+117.6% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 18.81% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,064 | $5,051+39.8% | $6,247+13.1% | $3,332+112.0% |
| Admin fee / account holder | $17,566 | $5,420+224.1% | $9,243+90.0% | $4,645+278.2% |