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 | $45,806 | $63,346-27.7% | $92,233-50.3% | $70,131-34.7% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 14.19% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,829 | $2,471-26.0% | $3,679-50.3% | $2,342-21.9% |
| Participant deferral / active EE | $3,034 | $2,854+6.3% | $3,897-22.1% | $3,332-8.9% |
| Admin fee / account holder | $582 | $3,840-84.8% | $5,194-88.8% | $4,645-87.5% |