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 | $64,024 | $78,422-18.4% | $95,952-33.3% | $79,858-19.8% |
| Participation rate | 55.3% | 73.5%-18.2pp | 77.1%-21.8pp | 69.6%-14.3pp |
| Annual return | 16.52% | 19.37%-2.8pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $734 | $1,945-62.3% | $2,541-71.1% | $2,471-70.3% |
| Participant deferral / active EE | $4,597 | $3,440+33.6% | $4,167+10.3% | $3,740+22.9% |
| Admin fee / account holder | $2,461 | $5,622-56.2% | $6,795-63.8% | $5,306-53.6% |