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 | $46,458 | $157,256-70.5% | $141,162-67.1% | $152,861-69.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 20.04% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,284 | $5,261-56.6% | $4,735-51.8% | $4,762-52.0% |
| Participant deferral / active EE | $7,262 | $7,109+2.1% | $6,709+8.2% | $5,850+24.1% |
| Admin fee / account holder | $2,062 | $12,120-83.0% | $10,261-79.9% | $11,596-82.2% |