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 | $43,904 | $70,669-37.9% | $169,368-74.1% | $75,163-41.6% |
| Participation rate | 68.2% | 64.8%+3.4pp | 77.1%-9.0pp | 67.2%+1.0pp |
| Annual return | 29.97% | 36.36%-6.4pp | 405.60%-375.6pp | 160.62%-130.6pp |
| Employer contribution / active EE | $1,468 | $2,211-33.6% | $4,013-63.4% | $2,670-45.0% |
| Participant deferral / active EE | $2,431 | $4,311-43.6% | $6,221-60.9% | $4,125-41.1% |
| Admin fee / account holder | $3,625 | $5,402-32.9% | $9,003-59.7% | $5,651-35.8% |