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 | $222,160 | $150,187+47.9% | $120,354+84.6% | $145,922+52.2% |
| Participation rate | 36.4% | 78.8%-42.4pp | 71.9%-35.5pp | 80.3%-43.9pp |
| Annual return | 19.77% | 154.07%-134.3pp | 107.15%-87.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,947 | $6,173-36.1% | $4,991-20.9% | $6,688-41.0% |
| Admin fee / account holder | $316 | $12,207-97.4% | $9,423-96.6% | $13,397-97.6% |