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 | $54,480 | $47,105+15.7% | $68,368-20.3% | $67,986-19.9% |
| Participation rate | 22.9% | 51.8%-28.9pp | 73.8%-50.9pp | 57.2%-34.3pp |
| Annual return | 19.93% | 48.37%-28.4pp | 292.57%-272.6pp | 31.67%-11.7pp |
| Employer contribution / active EE | $732 | $1,859-60.6% | $2,649-72.4% | $2,019-63.8% |
| Participant deferral / active EE | $1,550 | $2,374-34.7% | $4,123-62.4% | $3,358-53.8% |
| Admin fee / account holder | $3,738 | $2,435+53.5% | $5,150-27.4% | $3,203+16.7% |