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 | $53,729 | $105,998-49.3% | $92,233-41.7% | $147,584-63.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 17.94% | 50.05%-32.1pp | 176.28%-158.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,024 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $7,178 | $4,478+60.3% | $3,897+84.2% | $5,439+32.0% |
| Admin fee / account holder | $2,436 | $6,332-61.5% | $5,194-53.1% | $10,885-77.6% |