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 | $47,402 | $49,173-3.6% | $121,098-60.9% | $75,163-36.9% |
| Participation rate | 47.0% | 55.4%-8.4pp | 69.5%-22.5pp | 67.2%-20.2pp |
| Annual return | 24.90% | 55.99%-31.1pp | 985.75%-960.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,426 | $1,546-7.8% | $4,164-65.8% | $2,670-46.6% |
| Participant deferral / active EE | $2,793 | $2,628+6.3% | $4,080-31.5% | $4,125-32.3% |
| Admin fee / account holder | $360 | $3,942-90.9% | $5,644-93.6% | $5,651-93.6% |