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 | $53,497 | $47,479+12.7% | $62,929-15.0% | $82,448-35.1% |
| Participation rate | 46.8% | 66.9%-20.1pp | 73.1%-26.3pp | 68.1%-21.3pp |
| Annual return | 15.49% | 20.34%-4.9pp | 1063.93%-1048.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $640 | $1,885-66.1% | $2,505-74.5% | $2,551-74.9% |
| Participant deferral / active EE | $3,403 | $2,870+18.6% | $3,888-12.5% | $4,139-17.8% |
| Admin fee / account holder | $4,350 | $3,804+14.4% | $5,065-14.1% | $7,234-39.9% |