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 | $67,171 | $58,208+15.4% | $81,812-17.9% | $80,856-16.9% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.3%-26.2pp | 67.6%-21.5pp |
| Annual return | 13.07% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,654 | $2,340-29.3% | $2,912-43.2% | $2,755-40.0% |
| Participant deferral / active EE | $5,364 | $3,281+63.5% | $4,319+24.2% | $4,296+24.9% |
| Admin fee / account holder | $10,010 | $4,981+101.0% | $7,386+35.5% | $6,918+44.7% |