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 | $47,408 | $65,561-27.7% | $86,188-45.0% | $75,163-36.9% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.7pp | 67.2%-3.9pp |
| Annual return | 21.03% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,122 | $1,553-27.7% | $2,380-52.8% | $2,670-58.0% |
| Participant deferral / active EE | $2,930 | $3,024-3.1% | $3,985-26.5% | $4,125-29.0% |
| Admin fee / account holder | $2,482 | $5,474-54.7% | $6,852-63.8% | $5,651-56.1% |