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 | $44,556 | $58,694-24.1% | $142,863-68.8% | $85,850-48.1% |
| Participation rate | 52.1% | 58.5%-6.4pp | 71.9%-19.8pp | 69.3%-17.2pp |
| Annual return | 16.37% | 27.72%-11.4pp | 5637.54%-5621.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $488 | $1,423-65.7% | $4,144-88.2% | $2,565-81.0% |
| Participant deferral / active EE | $3,897 | $2,607+49.5% | $3,837+1.6% | $3,952-1.4% |
| Admin fee / account holder | $7,179 | $4,239+69.4% | $6,560+9.4% | $6,260+14.7% |