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 | $77,066 | $80,812-4.6% | $160,784-52.1% | $82,448-6.5% |
| Participation rate | 40.7% | 66.2%-25.5pp | 77.0%-36.2pp | 68.1%-27.3pp |
| Annual return | 17.29% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,618 | $2,174+20.4% | $3,733-29.9% | $2,551+2.6% |
| Participant deferral / active EE | $5,756 | $4,335+32.8% | $6,293-8.5% | $4,139+39.1% |
| Admin fee / account holder | $4,871 | $7,695-36.7% | $9,717-49.9% | $7,234-32.7% |