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 | $72,440 | $80,812-10.4% | $160,784-54.9% | $82,448-12.1% |
| Participation rate | 56.9% | 66.2%-9.4pp | 77.0%-20.1pp | 68.1%-11.2pp |
| Annual return | 16.15% | 100.59%-84.4pp | 1803.92%-1787.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,337 | $2,174+7.5% | $3,733-37.4% | $2,551-8.4% |
| Participant deferral / active EE | $5,042 | $4,335+16.3% | $6,293-19.9% | $4,139+21.8% |
| Admin fee / account holder | $12,398 | $7,695+61.1% | $9,717+27.6% | $7,234+71.4% |