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 | $90,709 | $91,552-0.9% | $133,956-32.3% | $79,858+13.6% |
| Participation rate | 47.2% | 73.3%-26.2pp | 79.8%-32.7pp | 69.6%-22.5pp |
| Annual return | 17.88% | 61.85%-44.0pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,367 | $2,384-42.7% | $3,919-65.1% | $2,471-44.7% |
| Participant deferral / active EE | $2,864 | $3,733-23.3% | $5,048-43.3% | $3,740-23.4% |
| Admin fee / account holder | $7,772 | $6,321+23.0% | $8,927-12.9% | $5,306+46.5% |