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 | $74,527 | $58,208+28.0% | $81,812-8.9% | $80,856-7.8% |
| Participation rate | 46.9% | 63.4%-16.5pp | 72.3%-25.5pp | 67.6%-20.8pp |
| Annual return | 13.97% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,494 | $2,340-36.2% | $2,912-48.7% | $2,755-45.8% |
| Participant deferral / active EE | $3,160 | $3,281-3.7% | $4,319-26.8% | $4,296-26.4% |
| Admin fee / account holder | $1,614 | $4,981-67.6% | $7,386-78.1% | $6,918-76.7% |