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 | $45,863 | $58,264-21.3% | $86,612-47.0% | $71,457-35.8% |
| Participation rate | 32.3% | 65.0%-32.7pp | 71.7%-39.4pp | 67.9%-35.6pp |
| Annual return | 19.88% | 21.63%-1.7pp | 591.07%-571.2pp | 28.85%-9.0pp |
| Employer contribution / active EE | $804 | $2,574-68.8% | $3,022-73.4% | $2,588-68.9% |
| Participant deferral / active EE | $1,253 | $3,436-63.5% | $4,438-71.8% | $4,289-70.8% |
| Admin fee / account holder | $2,126 | $1,057+101.1% | $5,614-62.1% | $1,587+33.9% |