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 | $48,695 | $65,365-25.5% | $92,893-47.6% | $72,985-33.3% |
| Participation rate | 32.1% | 68.3%-36.2pp | 76.0%-43.9pp | 69.5%-37.4pp |
| Annual return | 19.59% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,286 | $2,594-50.4% | $3,653-64.8% | $2,440-47.3% |
| Participant deferral / active EE | $2,568 | $3,128-17.9% | $4,236-39.4% | $3,607-28.8% |
| Admin fee / account holder | $51,444 | $4,251+1110.1% | $5,794+787.9% | $5,124+903.9% |