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 | $45,017 | $56,114-19.8% | $96,139-53.2% | $85,850-47.6% |
| Participation rate | 58.8% | 56.7%+2.1pp | 68.4%-9.6pp | 69.3%-10.5pp |
| Annual return | 11.74% | 42.30%-30.6pp | 191.94%-180.2pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,018 | $1,620-37.1% | $2,797-63.6% | $2,565-60.3% |
| Participant deferral / active EE | $3,532 | $2,859+23.5% | $4,349-18.8% | $3,952-10.6% |
| Admin fee / account holder | $1,006 | $3,768-73.3% | $5,537-81.8% | $6,260-83.9% |