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 | $59,728 | $51,638+15.7% | $68,368-12.6% | $82,448-27.6% |
| Participation rate | 47.4% | 63.6%-16.2pp | 73.8%-26.4pp | 68.1%-20.7pp |
| Annual return | 13.54% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,380 | $2,047-32.6% | $2,649-47.9% | $2,551-45.9% |
| Participant deferral / active EE | $2,022 | $2,914-30.6% | $4,123-50.9% | $4,139-51.1% |
| Admin fee / account holder | $6,966 | $4,643+50.0% | $5,150+35.3% | $7,234-3.7% |