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 | $47,157 | $99,079-52.4% | $77,999-39.5% | $273,961-82.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 6.39% | 217.93%-211.5pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $754 | $3,308-77.2% | $2,470-69.5% | $4,869-84.5% |
| Participant deferral / active EE | $4,212 | $4,306-2.2% | $3,497+20.4% | $5,287-20.3% |
| Admin fee / account holder | $3,573 | $8,954-60.1% | $5,480-34.8% | $10,132-64.7% |