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 | $232,316 | $102,317+127.1% | $146,958+58.1% | $80,856+187.3% |
| Participation rate | 28.1% | 75.8%-47.7pp | 82.2%-54.0pp | 67.6%-39.5pp |
| Annual return | 18.10% | 134.76%-116.7pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,242 | $6,644-51.2% | $8,070-59.8% | $4,296-24.5% |
| Admin fee / account holder | $2,572 | $7,941-67.6% | $12,998-80.2% | $6,918-62.8% |