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 | $73,586 | $65,703+12.0% | $94,224-21.9% | $59,632+23.4% |
| Participation rate | 51.4% | 72.1%-20.7pp | 78.8%-27.4pp | 68.7%-17.3pp |
| Annual return | 2.92% | 5.22%-2.3pp | 10.68%-7.8pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,539 | $2,021-23.8% | $3,587-57.1% | $2,203-30.1% |
| Participant deferral / active EE | $5,180 | $3,143+64.8% | $4,320+19.9% | $3,192+62.3% |
| Admin fee / account holder | $9,551 | $4,264+124.0% | $6,269+52.3% | $4,297+122.3% |