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 | $41,783 | $88,672-52.9% | $105,223-60.3% | $82,448-49.3% |
| Participation rate | 55.1% | 67.9%-12.9pp | 75.0%-20.0pp | 68.1%-13.0pp |
| Annual return | 21.25% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,325 | $3,048-56.5% | $3,689-64.1% | $2,551-48.0% |
| Participant deferral / active EE | $2,346 | $4,036-41.9% | $5,072-53.7% | $4,139-43.3% |
| Admin fee / account holder | $515 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |