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 | $57,690 | $86,929-33.6% | $102,423-43.7% | $80,856-28.7% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.6%-13.5pp |
| Annual return | 16.40% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,123 | $2,369-52.6% | $3,023-62.9% | $2,755-59.3% |
| Participant deferral / active EE | $2,558 | $4,118-37.9% | $5,053-49.4% | $4,296-40.4% |
| Admin fee / account holder | $7,876 | $8,049-2.1% | $9,451-16.7% | $6,918+13.9% |