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 | $54,453 | $49,922+9.1% | $80,569-32.4% | $75,163-27.6% |
| Participation rate | 44.0% | 55.3%-11.3pp | 67.0%-23.0pp | 67.2%-23.2pp |
| Annual return | 19.01% | 34.69%-15.7pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,542 | $1,698-9.2% | $2,723-43.4% | $2,670-42.2% |
| Participant deferral / active EE | $2,925 | $2,990-2.2% | $4,447-34.2% | $4,125-29.1% |
| Admin fee / account holder | $5,306 | $3,577+48.3% | $5,377-1.3% | $5,651-6.1% |