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 | $47,249 | $57,354-17.6% | $83,848-43.6% | $64,186-26.4% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | 14.53% | 11.38%+3.1pp | 850.88%-836.3pp | 7.63%+6.9pp |
| Employer contribution / active EE | $1,398 | $2,545-45.1% | $3,631-61.5% | $2,381-41.3% |
| Participant deferral / active EE | $2,148 | $2,993-28.2% | $4,082-47.4% | $3,470-38.1% |
| Admin fee / account holder | $642 | $4,046-84.1% | $5,478-88.3% | $4,888-86.9% |