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 | $54,717 | $86,922-37.1% | $102,438-46.6% | $80,874-32.3% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 17.07% | 18.90%-1.8pp | 29.37%-12.3pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,352 | $2,369-42.9% | $3,024-55.3% | $2,756-50.9% |
| Participant deferral / active EE | $1,894 | $4,119-54.0% | $5,054-62.5% | $4,297-55.9% |
| Admin fee / account holder | $878 | $8,050-89.1% | $9,448-90.7% | $6,935-87.3% |