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 | $180,010 | $93,571+92.4% | $135,903+32.5% | $75,163+139.5% |
| Participation rate | 41.5% | 75.2%-33.7pp | 81.9%-40.4pp | 67.2%-25.7pp |
| Annual return | 27.97% | 30.90%-2.9pp | 68.23%-40.3pp | 160.62%-132.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,377 | $6,404-47.3% | $7,758-56.5% | $4,125-18.1% |
| Admin fee / account holder | $1,170 | $6,975-83.2% | $10,762-89.1% | $5,651-79.3% |