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 | $46,806 | $63,346-26.1% | $92,233-49.3% | $70,131-33.3% |
| Participation rate | 52.5% | 68.7%-16.2pp | 76.5%-24.0pp | 69.5%-17.0pp |
| Annual return | 17.24% | 530.12%-512.9pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,918 | $2,471-22.4% | $3,679-47.9% | $2,342-18.1% |
| Participant deferral / active EE | $4,608 | $2,854+61.5% | $3,897+18.3% | $3,332+38.3% |
| Admin fee / account holder | $2,116 | $3,840-44.9% | $5,194-59.3% | $4,645-54.4% |