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 | $51,115 | $77,899-34.4% | $149,673-65.8% | $75,163-32.0% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 31.59% | 31.72%-0.1pp | 134.42%-102.8pp | 160.62%-129.0pp |
| Employer contribution / active EE | $1,515 | $3,137-51.7% | $4,818-68.6% | $2,670-43.3% |
| Participant deferral / active EE | $3,633 | $3,411+6.5% | $5,680-36.0% | $4,125-11.9% |
| Admin fee / account holder | $3,522 | $5,956-40.9% | $13,210-73.3% | $5,651-37.7% |