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 | $79,859 | $88,672-9.9% | $105,223-24.1% | $82,448-3.1% |
| Participation rate | 53.2% | 67.9%-14.7pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 14.55% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,790 | $3,048-41.3% | $3,689-51.5% | $2,551-29.8% |
| Participant deferral / active EE | $3,465 | $4,036-14.1% | $5,072-31.7% | $4,139-16.3% |
| Admin fee / account holder | $9,674 | $7,146+35.4% | $8,859+9.2% | $7,234+33.7% |