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 | $46,062 | $58,264-20.9% | $86,612-46.8% | $71,457-35.5% |
| Participation rate | 32.7% | 65.0%-32.3pp | 71.7%-39.0pp | 67.9%-35.2pp |
| Annual return | 16.40% | 21.63%-5.2pp | 591.07%-574.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $417 | $2,574-83.8% | $3,022-86.2% | $2,588-83.9% |
| Participant deferral / active EE | $1,793 | $3,436-47.8% | $4,438-59.6% | $4,289-58.2% |
| Admin fee / account holder | $7,590 | $1,057+618.0% | $5,614+35.2% | $1,587+378.1% |