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 | $231,241 | $162,781+42.1% | $133,956+72.6% | $158,922+45.5% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 33.78% | 41.94%-8.2pp | 45.09%-11.3pp | 302.83%-269.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,248 | $5,911+39.5% | $5,048+63.4% | $5,982+37.9% |
| Admin fee / account holder | $158,560 | $11,736+1251.0% | $8,927+1676.2% | $11,246+1310.0% |