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 | $47,369 | $56,053-15.5% | $75,972-37.6% | $80,856-41.4% |
| Participation rate | 47.2% | 62.0%-14.8pp | 69.1%-21.8pp | 67.6%-20.4pp |
| Annual return | 13.55% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,670 | $1,874-10.9% | $2,685-37.8% | $2,755-39.4% |
| Participant deferral / active EE | $2,262 | $3,052-25.9% | $4,255-46.8% | $4,296-47.3% |
| Admin fee / account holder | $3,754 | $5,234-28.3% | $6,467-41.9% | $6,918-45.7% |