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 4-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 | $88,952 | $86,929+2.3% | $102,423-13.2% | $80,856+10.0% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.0pp |
| Annual return | 16.89% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,609 | $2,369-32.1% | $3,023-46.8% | $2,755-41.6% |
| Participant deferral / active EE | $3,373 | $4,118-18.1% | $5,053-33.2% | $4,296-21.5% |
| Admin fee / account holder | $2,066 | $8,049-74.3% | $9,451-78.1% | $6,918-70.1% |