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 | $49,193 | $51,638-4.7% | $68,368-28.0% | $82,448-40.3% |
| Participation rate | 49.0% | 63.6%-14.6pp | 73.8%-24.8pp | 68.1%-19.1pp |
| Annual return | 20.18% | 37.53%-17.4pp | 292.57%-272.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,621 | $2,047-20.8% | $2,649-38.8% | $2,551-36.4% |
| Participant deferral / active EE | $1,675 | $2,914-42.5% | $4,123-59.4% | $4,139-59.5% |
| Admin fee / account holder | $506 | $4,643-89.1% | $5,150-90.2% | $7,234-93.0% |