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 | $86,218 | $89,753-3.9% | $107,525-19.8% | $84,808+1.7% |
| Participation rate | 52.3% | 68.1%-15.8pp | 75.1%-22.8pp | 68.3%-16.0pp |
| Annual return | 15.99% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,732 | $3,113-44.4% | $3,754-53.9% | $2,631-34.2% |
| Participant deferral / active EE | $3,332 | $4,056-17.9% | $5,116-34.9% | $4,212-20.9% |
| Admin fee / account holder | $1,991 | $7,222-72.4% | $8,919-77.7% | $7,344-72.9% |