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 | $55,629 | $92,222-39.7% | $76,768-27.5% | $135,375-58.9% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | 40.26% | 5.46%+34.8pp | 2.43%+37.8pp | 519.73%-479.5pp |
| Employer contribution / active EE | $961 | $3,216-70.1% | $2,485-61.3% | $4,779-79.9% |
| Participant deferral / active EE | $2,067 | $4,509-54.2% | $3,852-46.3% | $5,609-63.1% |
| Admin fee / account holder | $6,202 | $10,748-42.3% | $6,675-7.1% | $10,827-42.7% |