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 | $48,846 | $43,723+11.7% | $121,196-59.7% | $64,186-23.9% |
| Participation rate | 53.4% | 58.3%-4.9pp | 71.7%-18.3pp | 69.6%-16.1pp |
| Annual return | 8.98% | 68.91%-59.9pp | 16.93%-7.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $1,720 | $1,296+32.7% | $4,022-57.2% | $2,381-27.8% |
| Participant deferral / active EE | $2,808 | $2,280+23.2% | $3,344-16.0% | $3,470-19.1% |
| Admin fee / account holder | $11,950 | $3,501+241.3% | $5,019+138.1% | $4,888+144.5% |