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 | $68,619 | $52,353+31.1% | $120,225-42.9% | $82,448-16.8% |
| Participation rate | 29.3% | 58.3%-29.0pp | 69.6%-40.3pp | 68.1%-38.8pp |
| Annual return | 15.18% | 61.85%-46.7pp | 439.23%-424.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,309 | $1,510-13.3% | $3,475-62.3% | $2,551-48.7% |
| Participant deferral / active EE | $2,527 | $2,627-3.8% | $3,999-36.8% | $4,139-39.0% |
| Admin fee / account holder | $368 | $4,363-91.6% | $5,696-93.5% | $7,234-94.9% |