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 | $54,973 | $64,348-14.6% | $90,160-39.0% | $70,131-21.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 61.36% | 28.13%+33.2pp | 34.88%+26.5pp | 73.14%-11.8pp |
| Employer contribution / active EE | $806 | $2,046-60.6% | $3,318-75.7% | $2,342-65.6% |
| Participant deferral / active EE | $3,223 | $4,389-26.6% | $5,288-39.0% | $3,332-3.3% |
| Admin fee / account holder | $5,477 | $3,944+38.9% | $5,943-7.8% | $4,645+17.9% |