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 | $40,981 | $54,517-24.8% | $75,972-46.1% | $74,495-45.0% |
| Participation rate | 43.2% | 60.3%-17.1pp | 69.1%-25.8pp | 67.2%-24.0pp |
| Annual return | 17.05% | 31.82%-14.8pp | 359.55%-342.5pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,689 | $1,777-5.0% | $2,685-37.1% | $2,623-35.6% |
| Participant deferral / active EE | $3,373 | $3,066+10.0% | $4,255-20.7% | $4,346-22.4% |
| Admin fee / account holder | $6,315 | $2,229+183.4% | $6,467-2.3% | $1,942+225.2% |